MCM

Mill Capital Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 22.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$975K
2
+$642K
3
+$316K
4
AAPL icon
Apple
AAPL
+$257K
5
TSLA icon
Tesla
TSLA
+$214K

Top Sells

1
+$3.07M
2
+$1.88M
3
+$1.52M
4
JPM icon
JPMorgan Chase
JPM
+$1.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$674K

Sector Composition

1 Financials 26.41%
2 Technology 26.28%
3 Industrials 12.03%
4 Healthcare 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.2%
17,021
52
$2.49M 0.2%
10,102
53
$2.41M 0.19%
34,218
54
$2.34M 0.18%
9,138
-43
55
$2.32M 0.18%
4,386
-12
56
$2.2M 0.17%
47,468
57
$2.01M 0.16%
13,185
58
$1.97M 0.15%
9,500
59
$1.91M 0.15%
4,819
60
$1.8M 0.14%
2,541
-9
61
$1.69M 0.13%
18,866
62
$1.68M 0.13%
12,632
63
$1.67M 0.13%
24,000
64
$1.66M 0.13%
35,152
65
$1.5M 0.12%
5,129
66
$1.46M 0.11%
11,800
67
$1.4M 0.11%
1,802
-1
68
$1.3M 0.1%
10,550
-2,000
69
$1.24M 0.1%
4,500
70
$1.24M 0.1%
14,859
71
$1.22M 0.1%
2,910
72
$1.21M 0.1%
4,116
73
$1.12M 0.09%
5,058
74
$1.03M 0.08%
525
75
$1.03M 0.08%
11,199
1 2
3
4 5