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
$1.25B
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$779K
3 +$211K
4
ICE icon
Intercontinental Exchange
ICE
+$179K
5
PM icon
Philip Morris
PM
+$178K

Top Sells

1 +$11.4M
2 +$7.29M
3 +$2.39M
4
MSFT icon
Microsoft
MSFT
+$1.91M
5
V icon
Visa
V
+$1.52M

Sector Composition

1 Financials 26.82%
2 Technology 25.26%
3 Healthcare 11.7%
4 Industrials 11.67%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,600