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MCM

Mill Capital Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$903M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.38M
3
+$1.73M
4
FISV
Fiserv Inc
FISV
+$1.62M
5
FITB
Fifth Third Bancorp
FITB
+$1.17M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.13M
4
TJX icon
TJX Companies
TJX
+$978K
5
BA icon
Boeing
BA
+$974K

Sector Composition

1 Financials 23.56%
2 Technology 20.95%
3 Healthcare 17.18%
4 Communication Services 10.62%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-3,000
127
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-15,999
128
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-6,667
129
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-23,403
130
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-977
131
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-410
132
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-3,342
133
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-10,171
134
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-2,048
135
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-5,549
136
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137
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138
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-5,674
139
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-5,086
140
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-10,907
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6