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
$410M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.64M
3
+$2.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M
5
KEYS icon
Keysight
KEYS
+$1.64M

Top Sells

1
+$3.12M
2
+$2.94M
3
+$2.57M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.71M
5
VZ icon
Verizon
VZ
+$1.61M

Sector Composition

1 Technology 28.22%
2 Financials 11.55%
3 Healthcare 10.9%
4 Consumer Discretionary 10.72%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 1.09%
96,740
-6,470
27
$4.39M 1.07%
14,707
-1,900
28
$4.11M 1%
35,404
-1,784
29
$4.11M 1%
20,578
-57
30
$3.96M 0.97%
9,966
-40
31
$3.79M 0.93%
17,914
-1,499
32
$3.77M 0.92%
83,244
+6,636
33
$3.68M 0.9%
70,470
-5,700
34
$3.67M 0.89%
25,919
+2,713
35
$3.6M 0.88%
16,357
-1,289
36
$3.58M 0.87%
8,425
-552
37
$3.52M 0.86%
27,658
+6,973
38
$3.44M 0.84%
215,178
-25,704
39
$3.44M 0.84%
9,753
-866
40
$3.35M 0.82%
13,484
+1,120
41
$3.09M 0.75%
9,447
+1,270
42
$3.09M 0.75%
16,650
-738
43
$3.08M 0.75%
10,087
-8,433
44
$3M 0.73%
11,755
-2,319
45
$2.95M 0.72%
7,923
-2,275
46
$2.94M 0.72%
30,592
-2,911
47
$2.94M 0.72%
37,834
+5,164
48
$2.93M 0.72%
26,834
-2,663
49
$2.92M 0.71%
54,029
+5,168
50
$2.91M 0.71%
128,372
-4,656
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