MCM

Mitchell Capital Management Portfolio holdings

AUM $535M
1-Year Est. Return 35.28%
This Quarter Est. Return
1 Year Est. Return
+35.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.34M
4
MNST icon
Monster Beverage
MNST
+$2.24M
5
CPRT icon
Copart
CPRT
+$2.08M

Top Sells

1
+$3.09M
2
+$2.94M
3
+$2.9M
4
CHTR icon
Charter Communications
CHTR
+$2.64M
5
GNRC icon
Generac Holdings
GNRC
+$2.57M

Sector Composition

1 Technology 24.83%
2 Healthcare 14.43%
3 Financials 11.78%
4 Consumer Discretionary 8.98%
5 Communication Services 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.7%
22,962
+446
52
$2.41M 0.68%
3,955
+47
53
$2.34M 0.66%
+102,382
54
$2.24M 0.63%
+48,250
55
$2.19M 0.61%
24,808
+669
56
$2.17M 0.61%
67,466
+2,266
57
$2.16M 0.61%
19,035
-1,286
58
$2.15M 0.6%
6,127
-2,996
59
$2.08M 0.58%
+76,760
60
$2.06M 0.58%
45,889
+1,414
61
$2.05M 0.57%
+45,195
62
$1.99M 0.56%
+9,241
63
$1.97M 0.55%
+46,770
64
$1.87M 0.52%
6,931
+50
65
$1.87M 0.52%
13,534
+376
66
$1.8M 0.51%
32,394
+298
67
$1.79M 0.5%
19,013
-963
68
$1.76M 0.49%
6,353
+57
69
$1.73M 0.48%
9,911
+111
70
$1.71M 0.48%
40,100
+2,020
71
$1.64M 0.46%
5,477
+141
72
$1.61M 0.45%
+13,302
73
$1.58M 0.44%
30,186
+3,553
74
$1.52M 0.43%
14,812
-14,168
75
$1.47M 0.41%
+26,741
1 2
3
4 5