MCM
Mill Capital Management Portfolio holdings
AUM
$1.28B
1-Year Return
16.38%
This Quarter Return
+5.3%
1 Year Return
+16.38%
3 Year Return
+70.64%
5 Year Return
–
10 Year Return
–
AUM
$1.28B
AUM Growth
+$27.9M
(+2.2%)
Cap. Flow
-$7.12M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
51.53%
Holding
121
New
2
Increased
26
Reduced
28
Closed
1
Top Buys
| 1 |
UnitedHealth
UNH
|
$796K |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$650K |
| 3 |
Amazon
AMZN
|
$351K |
| 4 |
Apple
AAPL
|
$261K |
| 5 |
Tesla
TSLA
|
$226K |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.52M |
| 2 |
Visa
V
|
$1.91M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.46M |
| 4 |
JPMorgan Chase
JPM
|
$1.18M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$645K |
Sector Composition
| 1 | Financials | 26.41% |
| 2 | Technology | 26.28% |
| 3 | Industrials | 12.03% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 8.18% |
