MCM
Mill Capital Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+11.18%
1 Year Return
+16.38%
3 Year Return
+70.64%
5 Year Return
–
10 Year Return
–
AUM
$1.12B
AUM Growth
+$1.12B
(+9.5%)
Cap. Flow
-$7.95M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
50.76%
Holding
120
New
3
Increased
17
Reduced
38
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$543K |
| 2 |
Broadcom
AVGO
|
$240K |
| 3 |
Applied Materials
AMAT
|
$211K |
| 4 |
SouthState
SSB
|
$206K |
| 5 |
Thermo Fisher Scientific
TMO
|
$135K |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.22M |
| 2 |
Apple
AAPL
|
$1.77M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$694K |
| 4 |
TransDigm Group
TDG
|
$634K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$529K |
Sector Composition
| 1 | Technology | 23.95% |
| 2 | Financials | 23.73% |
| 3 | Healthcare | 12.12% |
| 4 | Industrials | 10.57% |
| 5 | Communication Services | 10.34% |
