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
$403M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.56M
3
+$4.48M
4
LLY icon
Eli Lilly
LLY
+$2.58M
5
UNH icon
UnitedHealth
UNH
+$2.51M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$3.8M
4
KBR icon
KBR
KBR
+$3M
5
SYY icon
Sysco
SYY
+$2.81M

Sector Composition

1 Technology 25.89%
2 Healthcare 13.43%
3 Financials 11.92%
4 Consumer Discretionary 9.93%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.79%
17,484
+407
52
$3.19M 0.79%
25,286
+166
53
$3.13M 0.78%
6,261
+96
54
$3.04M 0.75%
106,334
-1,012
55
$2.83M 0.7%
6,354
+153
56
$2.79M 0.69%
9,469
-305
57
$2.73M 0.68%
56,076
+13,780
58
$2.73M 0.68%
24,400
-12
59
$2.73M 0.68%
50,534
+2,030
60
$2.55M 0.63%
24,492
-4,217
61
$2.55M 0.63%
15,629
-13,737
62
$2.45M 0.61%
9,630
+165
63
$2.29M 0.57%
5,936
-15
64
$2.26M 0.56%
14,020
+194
65
$2.22M 0.55%
26,989
+2,693
66
$2.17M 0.54%
+44,673
67
$2.16M 0.54%
6,841
-40
68
$2.15M 0.53%
+38,083
69
$2.09M 0.52%
20,835
-53
70
$2.02M 0.5%
5,680
+61
71
$2M 0.5%
64,431
+1,282
72
$1.87M 0.46%
29,428
+7,389
73
$1.82M 0.45%
5,131
+1,035
74
$1.8M 0.45%
6,300
-14
75
$1.79M 0.44%
31,105
+640
1 2
3
4 5