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
$525M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.38M
3
+$4.35M
4
PLTR icon
Palantir
PLTR
+$4.33M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.07M

Top Sells

1
+$8.41M
2
+$5.78M
3
+$5.29M
4
NOW icon
ServiceNow
NOW
+$4.91M
5
TREX icon
Trex
TREX
+$4.77M

Sector Composition

1 Technology 32.52%
2 Financials 16.23%
3 Consumer Discretionary 11.12%
4 Communication Services 9.03%
5 Healthcare 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.86M 1.12%
35,327
+873
27
$5.63M 1.07%
47,947
+163
28
$5.54M 1.06%
11,579
-304
29
$5.28M 1.01%
50,308
+276
30
$5.28M 1.01%
63,225
-220
31
$5.19M 0.99%
22,409
+31
32
$5.03M 0.96%
51,658
-2,814
33
$5M 0.95%
29,864
+207
34
$5M 0.95%
99,667
-2,832
35
$4.9M 0.93%
6,151
-6,173
36
$4.61M 0.88%
14,960
-713
37
$4.51M 0.86%
22,572
+4,489
38
$4.35M 0.83%
+7,967
39
$4.33M 0.83%
+51,354
40
$4.27M 0.81%
6,813
+1,160
41
$4.25M 0.81%
7,560
-254
42
$4.12M 0.79%
2,112
+92
43
$4.07M 0.78%
+8,216
44
$3.97M 0.76%
45,652
-3,315
45
$3.92M 0.75%
19,747
+120
46
$3.84M 0.73%
41,170
+37,650
47
$3.74M 0.71%
+52,689
48
$3.64M 0.69%
9,854
-8,846
49
$3.38M 0.64%
110,345
+4,149
50
$3.32M 0.63%
42,119
+1,488
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