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
51
$2.87M 0.7%
9,291
-382
52
$2.83M 0.69%
44,765
+3,645
53
$2.82M 0.69%
73,402
+9,093
54
$2.81M 0.69%
25,068
+3,015
55
$2.76M 0.67%
13,068
-850
56
$2.68M 0.65%
+36,186
57
$2.68M 0.65%
17,227
+1,378
58
$2.66M 0.65%
11,486
+1,759
59
$2.65M 0.65%
21,131
+2,084
60
$2.64M 0.64%
+88,361
61
$2.64M 0.64%
14,386
+3,842
62
$2.55M 0.62%
3,377
+408
63
$2.54M 0.62%
13,422
+7,870
64
$2.49M 0.61%
10,107
-453
65
$2.48M 0.61%
32,986
+3,828
66
$2.47M 0.6%
26,607
-2,429
67
$2.46M 0.6%
9,339
+1,166
68
$2.28M 0.56%
8,012
+896
69
$2.23M 0.54%
19,994
-1,634
70
$2.16M 0.53%
7,835
+1,410
71
$2.15M 0.52%
16,633
+1,673
72
$2.06M 0.5%
8,478
-12,082
73
$2.05M 0.5%
+9,198
74
$1.99M 0.49%
11,278
-1,136
75
$1.99M 0.48%
26,248
+3,032
1 2
3
4 5