MCM

Mill Capital Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 22.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$975K
2
+$642K
3
+$316K
4
AAPL icon
Apple
AAPL
+$257K
5
TSLA icon
Tesla
TSLA
+$214K

Top Sells

1
+$3.07M
2
+$1.88M
3
+$1.52M
4
JPM icon
JPMorgan Chase
JPM
+$1.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$674K

Sector Composition

1 Financials 26.41%
2 Technology 26.28%
3 Industrials 12.03%
4 Healthcare 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$347K 0.03%
562
+59
102
$340K 0.03%
11,852
-880
103
$336K 0.03%
3,441
104
$322K 0.03%
7,192
-328
105
$308K 0.02%
1,000
106
$291K 0.02%
1,620
107
$279K 0.02%
11,880
108
$268K 0.02%
1,000
109
$241K 0.02%
1,900
110
$237K 0.02%
226
111
$226K 0.02%
3,039
-368
112
$226K 0.02%
+710
113
$224K 0.02%
2,439
114
$212K 0.02%
857
115
$203K 0.02%
3,462
-3,620
116
$155K 0.01%
250
117
$84.9K 0.01%
200
118
$81.9K 0.01%
900
-300
119
$79K 0.01%
570
120
$46.4K ﹤0.01%
215
121
– –
-600
1 2 3 4
5