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
$1.27B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$264K
3
+$205K
4
CPRT icon
Copart
CPRT
+$53.6K
5
MSFT icon
Microsoft
MSFT
+$45.9K

Top Sells

1
+$4.88M
2
+$2.94M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.15M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$681K

Sector Composition

1 Technology 26.23%
2 Financials 24.86%
3 Healthcare 11.48%
4 Industrials 11.32%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.21%
47,533
-1,100
52
$2.65M 0.21%
15,897
53
$2.31M 0.18%
17,196
-1,502
54
$2.23M 0.18%
11,102
55
$2.13M 0.17%
34,066
-1,757
56
$2.08M 0.16%
11,100
57
$1.87M 0.15%
18,865
58
$1.74M 0.14%
4,819
59
$1.72M 0.14%
24,000
60
$1.71M 0.14%
13,832
-245
61
$1.7M 0.13%
13,186
62
$1.52M 0.12%
12,550
63
$1.51M 0.12%
34,455
-724
64
$1.49M 0.12%
5,129
65
$1.46M 0.12%
2,550
66
$1.45M 0.11%
6,401
-2
67
$1.45M 0.11%
4,398
68
$1.43M 0.11%
12,864
-299
69
$1.39M 0.11%
1,803
70
$1.35M 0.11%
2,910
71
$1.34M 0.11%
14,859
72
$1.25M 0.1%
5,058
73
$1.11M 0.09%
525
74
$1.05M 0.08%
4,500
75
$982K 0.08%
4,465
1 2
3
4 5