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MCM
Mill Capital Management Portfolio holdings
AUM
$1.31B
1-Year Est. Return
17.4%
This Fund
S&P 500
1 Year Est. Return
+17.4%
AUM
$1.31B
AUM Growth
-$70.8M
(-5.1%)
Holding
133
Top Buys
| 1 | +$20.2M | |
| 2 | +$4.43M | |
| 3 | +$3.4M | |
| 4 |
Zoetis
ZTS
|
+$1.38M |
| 5 |
Union Pacific
UNP
|
+$1.04M |
Top Sells
| 1 | +$17.2M | |
| 2 | +$11M | |
| 3 | +$4.91M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$3.18M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.18M |
Sector Composition
| 1 | Financials | 25.1% |
| 2 | Technology | 24.71% |
| 3 | Healthcare | 11.92% |
| 4 | Industrials | 11.24% |
| 5 | Communication Services | 9.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core S&P Small-Cap ETF
IJR
$107B
| $149K | 0.01% |
1,200
|
|
||
127
iShares Core S&P Total US Stock Market ETF
ITOT
$93B
| $147K | 0.01% |
1,034
|
|
||
128
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
| $90.6K | 0.01% |
900
|
|
||
129
iShares MSCI Emerging Markets ETF
EEM
$30.4B
| $85.2K | 0.01% |
1,500
|
|
||
130
iShares Russell 2000 ETF
IWM
$80.2B
| $52.3K | ﹤0.01% |
211
+2
|
|
||
131
Corteva
CTVA
$51.4B
| – | – |
-3,039
|
|
||
132
Truist Financial
TFC
$61.2B
| – | – |
-4,509
|
|
||
133
Solventum
SOLV
$13.3B
| – | – |
-2,533
|
|