MCM

Mitchell Capital Management Portfolio holdings

AUM $584M
1-Year Est. Return 45.54%
This Quarter Est. Return
1 Year Est. Return
+45.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$5.11M
3
+$4.78M
4
DUOL icon
Duolingo
DUOL
+$4.59M
5
GEV icon
GE Vernova
GEV
+$4.23M

Top Sells

1
+$5.54M
2
+$4.74M
3
+$4.38M
4
AAPL icon
Apple
AAPL
+$4.23M
5
EME icon
Emcor
EME
+$4.06M

Sector Composition

1 Technology 42.33%
2 Financials 11.69%
3 Communication Services 10.57%
4 Consumer Discretionary 8.89%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$289B
$6.34M 1.08%
22,459
+12,091
COST icon
27
Costco
COST
$424B
$6.3M 1.08%
6,807
-12
CEG icon
28
Constellation Energy
CEG
$123B
$5.99M 1.03%
18,207
+389
TEM
29
Tempus AI
TEM
$12.5B
$5.68M 0.97%
+70,338
APH icon
30
Amphenol
APH
$190B
$5.56M 0.95%
44,931
+1,246
ZS icon
31
Zscaler
ZS
$34.6B
$5.51M 0.94%
18,388
+118
DHI icon
32
D.R. Horton
DHI
$46.2B
$5.42M 0.93%
31,960
+18,639
IVV icon
33
iShares Core S&P 500 ETF
IVV
$764B
$5.3M 0.91%
7,922
-181
LLY icon
34
Eli Lilly
LLY
$933B
$5.21M 0.89%
6,827
-208
VST icon
35
Vistra
VST
$59.9B
$5.18M 0.89%
26,415
-16,420
MPWR icon
36
Monolithic Power Systems
MPWR
$49.3B
$5.11M 0.87%
+5,549
CLS icon
37
Celestica
CLS
$36.3B
$5.05M 0.87%
20,512
+13
SSNC icon
38
SS&C Technologies
SSNC
$21B
$5M 0.86%
56,319
+1,588
ORCL icon
39
Oracle
ORCL
$556B
$4.78M 0.82%
+17,007
COP icon
40
ConocoPhillips
COP
$122B
$4.66M 0.8%
49,281
+3,589
CORT icon
41
Corcept Therapeutics
CORT
$3.8B
$4.61M 0.79%
55,454
-129
DUOL icon
42
Duolingo
DUOL
$7.19B
$4.59M 0.79%
+14,259
TOL icon
43
Toll Brothers
TOL
$13.7B
$4.41M 0.75%
31,891
+16,606
URI icon
44
United Rentals
URI
$59.1B
$4.39M 0.75%
4,600
-3,753
WM icon
45
Waste Management
WM
$87.9B
$4.39M 0.75%
19,863
-44
AMD icon
46
Advanced Micro Devices
AMD
$384B
$4.36M 0.75%
26,956
+1,097
APP icon
47
Applovin
APP
$209B
$4.26M 0.73%
5,929
-2,782
GEV icon
48
GE Vernova
GEV
$179B
$4.23M 0.72%
+6,877
SE icon
49
Sea Limited
SE
$72.7B
$4.08M 0.7%
22,836
+219
UBS icon
50
UBS Group
UBS
$147B
$4.01M 0.69%
97,877
+1,394
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