MCCP

Mission Creek Capital Partners Portfolio holdings

AUM $450M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$3.18M
2 +$541K
3 +$381K
4
MSFT icon
Microsoft
MSFT
+$360K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$346K

Top Sells

1 +$2.57M
2 +$956K
3 +$917K
4
NVDA icon
NVIDIA
NVDA
+$419K
5
DFS
Discover Financial Services
DFS
+$406K

Sector Composition

1 Technology 17.79%
2 Consumer Discretionary 8.62%
3 Financials 8.31%
4 Healthcare 7.83%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-7,874
227
-5,213