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
$447M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.47M
3
+$3.24M
4
TSLA icon
Tesla
TSLA
+$3.17M
5
AMZN icon
Amazon
AMZN
+$2.98M

Top Sells

1
+$8.66M
2
+$5.57M
3
+$4.45M
4
MS icon
Morgan Stanley
MS
+$4.28M
5
CRM icon
Salesforce
CRM
+$4.25M

Sector Composition

1 Technology 27.33%
2 Financials 11.71%
3 Consumer Discretionary 11.54%
4 Healthcare 11.46%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.9M 0.65%
34,677
+2,680
52
$2.83M 0.63%
34,643
+2,051
53
$2.71M 0.61%
9,450
+2
54
$2.67M 0.6%
+22,516
55
$2.65M 0.59%
31,341
+632
56
$2.64M 0.59%
19,976
+832
57
$2.64M 0.59%
+4,835
58
$2.57M 0.58%
+8,650
59
$2.5M 0.56%
66,880
-1,940
60
$2.46M 0.55%
65,200
+7,196
61
$2.44M 0.55%
14,555
+527
62
$2.37M 0.53%
15,810
+41
63
$2.37M 0.53%
13,350
+727
64
$2.34M 0.52%
25,539
+12,190
65
$2.33M 0.52%
44,475
+5,903
66
$2.27M 0.51%
24,139
+908
67
$2.24M 0.5%
6,881
+329
68
$2.12M 0.48%
6,296
-1,070
69
$2.08M 0.47%
13,158
+349
70
$2.05M 0.46%
5,336
+105
71
$2.05M 0.46%
38,080
+1,310
72
$1.99M 0.45%
9,800
+439
73
$1.98M 0.44%
55,563
+467
74
$1.78M 0.4%
32,096
+1,534
75
$1.71M 0.38%
36,463
+2,335
1 2
3
4 5