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
$403M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.56M
3
+$4.48M
4
LLY icon
Eli Lilly
LLY
+$2.58M
5
UNH icon
UnitedHealth
UNH
+$2.51M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$3.8M
4
KBR icon
KBR
KBR
+$3M
5
SYY icon
Sysco
SYY
+$2.81M

Sector Composition

1 Technology 25.89%
2 Healthcare 13.43%
3 Financials 11.92%
4 Consumer Discretionary 9.93%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.09%
26,959
+11,654
27
$4.17M 1.03%
12,092
-815
28
$4.16M 1.03%
32,596
-242
29
$4.1M 1.02%
26,465
-6,425
30
$4.02M 1%
6,004
+2,004
31
$3.96M 0.98%
115,950
+6,400
32
$3.9M 0.97%
23,537
+1,302
33
$3.88M 0.96%
23,545
+447
34
$3.86M 0.96%
239,160
+21,585
35
$3.82M 0.95%
61,189
+1,743
36
$3.76M 0.93%
10,352
+164
37
$3.76M 0.93%
11,925
+28
38
$3.74M 0.93%
18,034
+1,014
39
$3.71M 0.92%
27,475
+16,171
40
$3.68M 0.91%
16,474
+208
41
$3.68M 0.91%
34,672
+13,188
42
$3.56M 0.88%
8,661
+101
43
$3.55M 0.88%
62,805
+1,125
44
$3.55M 0.88%
21,733
+176
45
$3.53M 0.88%
86,428
+2,246
46
$3.47M 0.86%
70,548
+1,116
47
$3.46M 0.86%
34,176
+19,003
48
$3.38M 0.84%
23,366
+509
49
$3.29M 0.82%
7,161
-2,790
50
$3.22M 0.8%
30,530
+11,468
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