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
$910M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.99M
3
+$530K
4
V icon
Visa
V
+$366K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$304K

Top Sells

1
+$9.87M
2
+$8.78M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
YUMC icon
Yum China
YUMC
+$219K

Sector Composition

1 Financials 25.19%
2 Technology 19.59%
3 Healthcare 17.49%
4 Industrials 9.92%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$88.9K 0.01%
+2,150
127
$65.2K 0.01%
+605
128
$60.6K 0.01%
1,600
129
$59.1K 0.01%
+697
130
$56.8K 0.01%
600
131
$42.8K ﹤0.01%
200
132
$26K ﹤0.01%
280
133
$12.1K ﹤0.01%
250
134
– –
-59,128
2 3 4 5
6