MCM
Mill Capital Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+7.84%
1 Year Return
+16.38%
3 Year Return
+70.64%
5 Year Return
–
10 Year Return
–
AUM
$985M
AUM Growth
+$985M
(+8.2%)
Cap. Flow
+$24.5M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
49.43%
Holding
142
New
9
Increased
58
Reduced
29
Closed
10
Top Buys
| 1 |
Linde
LIN
|
$11.2M |
| 2 |
Salesforce
CRM
|
$9.21M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$6.98M |
| 4 |
Amazon
AMZN
|
$6.95M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.76M |
Top Sells
| 1 |
Goldman Sachs
GS
|
$11.1M |
| 2 |
Thermo Fisher Scientific
TMO
|
$5.59M |
| 3 |
Apple
AAPL
|
$4.21M |
| 4 |
Merck
MRK
|
$713K |
| 5 |
3M
MMM
|
$548K |
Sector Composition
| 1 | Financials | 23.18% |
| 2 | Technology | 22.88% |
| 3 | Healthcare | 14.94% |
| 4 | Communication Services | 9.85% |
| 5 | Industrials | 9.74% |
