MCM

Mill Capital Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.21M
3
+$6.98M
4
AMZN icon
Amazon
AMZN
+$6.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.76M

Top Sells

1
+$11.1M
2
+$5.59M
3
+$4.21M
4
GE icon
GE Aerospace
GE
+$768K
5
MRK icon
Merck
MRK
+$713K

Sector Composition

1 Financials 23.18%
2 Technology 22.88%
3 Healthcare 14.94%
4 Communication Services 9.85%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.24%
7,175
-33,808
52
$2.29M 0.23%
26,012
-6,239
53
$2.26M 0.23%
9,866
54
$2.22M 0.23%
7,517
+100
55
$2.21M 0.22%
6,225
56
$2.17M 0.22%
28,125
-475
57
$2.16M 0.22%
21,733
+16
58
$2.12M 0.22%
40,050
+50
59
$2.08M 0.21%
36,156
-2,534
60
$2.06M 0.21%
11,100
61
$2.02M 0.21%
11,808
+8
62
$1.86M 0.19%
7,507
+299
63
$1.85M 0.19%
24,232
-10,066
64
$1.63M 0.17%
17,547
+1,050
65
$1.52M 0.15%
8,352
+533
66
$1.5M 0.15%
11,102
67
$1.48M 0.15%
33,244
-3,443
68
$1.47M 0.15%
7,700
+1,900
69
$1.47M 0.15%
5,156
+1,887
70
$1.36M 0.14%
10,113
-100
71
$1.33M 0.13%
4,752
-962
72
$1.31M 0.13%
15,043
+596
73
$1.25M 0.13%
6,227
+842
74
$1.19M 0.12%
15,200
+7,350
75
$1.08M 0.11%
17,045
-1,400
1 2
3
4 5