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
76
$1.06M 0.11%
37,001
+2,596
77
$1.03M 0.1%
3,600
78
$1.01M 0.1%
5,202
+387
79
$946K 0.1%
16,300
80
$944K 0.1%
7,198
81
$865K 0.09%
14,860
82
$837K 0.09%
31,432
83
$826K 0.08%
4,320
+157
84
$814K 0.08%
6,298
-463
85
$787K 0.08%
8,559
-300
86
$698K 0.07%
4,382
87
$695K 0.07%
6,856
+1,711
88
$627K 0.06%
8,737
89
$615K 0.06%
8,794
90
$608K 0.06%
908
+557
91
$607K 0.06%
16,250
92
$577K 0.06%
15,210
-3,066
93
$573K 0.06%
1,669
+11
94
$536K 0.05%
+6,537
95
$526K 0.05%
13,793
96
$511K 0.05%
525
97
$507K 0.05%
5,349
+525
98
$479K 0.05%
8,737
99
$402K 0.04%
10,392
-1,630
100
$398K 0.04%
1,666
2 3
4
5 6