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
76
$949K 0.07%
11,200
-200
77
$939K 0.07%
7,163
78
$887K 0.07%
3,210
79
$856K 0.07%
3,788
80
$854K 0.07%
5,617
-115
81
$805K 0.06%
16,250
82
$779K 0.06%
4,382
83
$771K 0.06%
8,724
84
$714K 0.06%
6,761
85
$695K 0.05%
16,432
86
$581K 0.05%
1,666
87
$552K 0.04%
7,056
-34
88
$488K 0.04%
16,512
89
$472K 0.04%
4,145
90
$472K 0.04%
4,851
-2,483
91
$454K 0.04%
4,824
92
$449K 0.04%
6,250
93
$426K 0.03%
8,142
-10,821
94
$413K 0.03%
2,000
-1,000
95
$406K 0.03%
1,750
96
$400K 0.03%
2,076
97
$391K 0.03%
9,225
98
$378K 0.03%
4,959
-200
99
$373K 0.03%
7,746
-2,802
100
$367K 0.03%
10,136
+71
2 3
4
5 6