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
101
$325K 0.03%
10,244
102
$311K 0.02%
3,441
103
$311K 0.02%
11,925
104
$293K 0.02%
1,000
105
$279K 0.02%
11,880
106
$278K 0.02%
+688
107
$268K 0.02%
458
+44
108
$244K 0.02%
1,620
109
$243K 0.02%
2,439
110
$241K 0.02%
1,000
111
$232K 0.02%
226
112
$231K 0.02%
1,900
113
$219K 0.02%
5,451
-520
114
$217K 0.02%
857
115
$211K 0.02%
1,300
116
$205K 0.02%
+1,831
117
$202K 0.02%
1,600
118
$147K 0.01%
250
119
$109K 0.01%
1,200
120
$103K 0.01%
950
-200
121
$80.7K 0.01%
365
+3
122
$80.3K 0.01%
200
123
$72.2K 0.01%
570
124
$69.1K 0.01%
600
125
– –
-375
2 3 4
5
6