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
$447M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.47M
3
+$3.24M
4
TSLA icon
Tesla
TSLA
+$3.17M
5
AMZN icon
Amazon
AMZN
+$2.98M

Top Sells

1
+$8.66M
2
+$5.57M
3
+$4.45M
4
MS icon
Morgan Stanley
MS
+$4.28M
5
CRM icon
Salesforce
CRM
+$4.25M

Sector Composition

1 Technology 27.33%
2 Financials 11.71%
3 Consumer Discretionary 11.54%
4 Healthcare 11.46%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67M 1.04%
9,498
+2,767
27
$4.64M 1.04%
21,885
+942
28
$4.63M 1.04%
33,773
+5,940
29
$4.49M 1.01%
27,592
+892
30
$4.49M 1%
16,439
+705
31
$4.43M 0.99%
8,692
+629
32
$4.13M 0.92%
22,070
-6,452
33
$4.09M 0.92%
15,728
-7,001
34
$3.92M 0.88%
38,722
+1,164
35
$3.88M 0.87%
8,541
-7
36
$3.82M 0.85%
9,307
+152
37
$3.8M 0.85%
211,590
-612
38
$3.71M 0.83%
37,087
-11,273
39
$3.58M 0.8%
9,003
+92
40
$3.47M 0.78%
+9,720
41
$3.35M 0.75%
60,120
+31,014
42
$3.31M 0.74%
99,284
-96,604
43
$3.29M 0.74%
58,018
-11,522
44
$3.26M 0.73%
28,980
+772
45
$3.19M 0.71%
20,103
+650
46
$3.12M 0.7%
13,985
+411
47
$3.09M 0.69%
42,024
+12,767
48
$3.02M 0.68%
20,321
+6,484
49
$2.99M 0.67%
3,908
+115
50
$2.94M 0.66%
9,735
+95
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2
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