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
$475M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.64M
3
+$3.32M
4
ZTS icon
Zoetis
ZTS
+$3.09M
5
MU icon
Micron Technology
MU
+$2.46M

Top Sells

1
+$3.74M
2
+$3.57M
3
+$3.29M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$3M
5
NICE icon
Nice
NICE
+$1.56M

Sector Composition

1 Technology 28.77%
2 Healthcare 12.58%
3 Consumer Discretionary 12.15%
4 Financials 10.38%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.7%
+24,657
52
$3.24M 0.68%
5,431
-32
53
$3.2M 0.67%
103,627
-2,547
54
$3.14M 0.66%
20,017
-6,386
55
$3.09M 0.65%
+15,675
56
$3.07M 0.65%
8,855
-363
57
$2.99M 0.63%
27,515
-13,121
58
$2.95M 0.62%
5,904
+141
59
$2.93M 0.62%
17,247
-329
60
$2.87M 0.61%
22,378
-1,764
61
$2.84M 0.6%
49,343
+79
62
$2.82M 0.59%
55,230
-16
63
$2.56M 0.54%
23,292
-6,788
64
$2.2M 0.46%
21,286
-676
65
$2.18M 0.46%
6,202
-237
66
$2.16M 0.45%
7,614
-276
67
$2.13M 0.45%
32,391
-512
68
$2.11M 0.44%
5,142
-156
69
$2.1M 0.44%
111,561
-74,817
70
$2.1M 0.44%
4,098
-193
71
$2.07M 0.44%
76,895
-1,476
72
$1.97M 0.42%
18,951
-413
73
$1.96M 0.41%
6,735
-307
74
$1.95M 0.41%
28,602
-1,636
75
$1.93M 0.41%
1,225
-38
1 2
3
4 5