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
$494M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$3.67M
3
+$2.52M
4
RRX icon
Regal Rexnord
RRX
+$2.35M
5
UBER icon
Uber
UBER
+$2.31M

Top Sells

1
+$5.31M
2
+$3.97M
3
+$3.73M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.72M
5
TMUS icon
T-Mobile US
TMUS
+$1.51M

Sector Composition

1 Technology 32.1%
2 Consumer Discretionary 11.17%
3 Financials 10.99%
4 Healthcare 10.7%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.63%
6,731
+3,407
52
$3.12M 0.63%
35,907
-280
53
$3.05M 0.62%
7,366
+3
54
$2.92M 0.59%
24,990
-712
55
$2.87M 0.58%
30,709
+639
56
$2.84M 0.58%
15,064
+280
57
$2.81M 0.57%
13,574
+274
58
$2.75M 0.56%
15,769
-446
59
$2.65M 0.54%
5,381
-71
60
$2.65M 0.54%
12,809
+274
61
$2.64M 0.54%
36,770
+830
62
$2.62M 0.53%
19,144
+18
63
$2.61M 0.53%
9,448
-90
64
$2.59M 0.53%
88,199
-1,338
65
$2.57M 0.52%
23,231
+418
66
$2.56M 0.52%
32,592
-556
67
$2.54M 0.51%
58,004
+24,614
68
$2.46M 0.5%
31,997
-3,134
69
$2.44M 0.49%
14,028
+272
70
$2.42M 0.49%
10,244
+73
71
$2.36M 0.48%
29,257
+876
72
$2.35M 0.48%
+13,837
73
$2.35M 0.48%
15,157
-528
74
$2.31M 0.47%
+55,096
75
$2.3M 0.47%
5,231
+188
1 2
3
4 5