MCM

Mitchell Capital Management Portfolio holdings

AUM $559M
1-Year Est. Return 38.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.25M
3
+$988K
4
CAT icon
Caterpillar
CAT
+$979K
5
WRAP icon
Wrap Technologies
WRAP
+$941K

Top Sells

1
+$2.95M
2
+$1.94M
3
+$1.91M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.89M
5
ORCL icon
Oracle
ORCL
+$1.76M

Sector Composition

1 Technology 29.26%
2 Healthcare 13.94%
3 Consumer Discretionary 11.04%
4 Financials 10.88%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.68%
26,235
-160
52
$2.07M 0.67%
28,076
+272
53
$2.02M 0.65%
10,647
+162
54
$1.97M 0.63%
20,709
+4,054
55
$1.96M 0.63%
17,266
+135
56
$1.86M 0.6%
11,309
-50
57
$1.85M 0.6%
77,903
+1,202
58
$1.81M 0.58%
27,838
+444
59
$1.77M 0.57%
16,977
+185
60
$1.69M 0.54%
14,539
+244
61
$1.67M 0.54%
11,935
-67
62
$1.65M 0.53%
+157,114
63
$1.58M 0.51%
23,074
-235
64
$1.4M 0.45%
15,721
+121
65
$1.38M 0.44%
20,807
+7,736
66
$1.38M 0.44%
61,006
+27,707
67
$1.37M 0.44%
9,756
+102
68
$1.36M 0.44%
5,747
+31
69
$1.36M 0.44%
18,912
+246
70
$1.35M 0.44%
18,366
+382
71
$1.35M 0.44%
24,524
+386
72
$1.32M 0.42%
33,857
+578
73
$1.31M 0.42%
7,127
-131
74
$1.31M 0.42%
6,935
+282
75
$1.29M 0.42%
7,963
+115
1 2
3
4 5