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
$525M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.38M
3
+$4.35M
4
PLTR icon
Palantir
PLTR
+$4.33M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.07M

Top Sells

1
+$8.41M
2
+$5.78M
3
+$5.29M
4
NOW icon
ServiceNow
NOW
+$4.91M
5
TREX icon
Trex
TREX
+$4.77M

Sector Composition

1 Technology 32.52%
2 Financials 16.23%
3 Consumer Discretionary 11.12%
4 Communication Services 9.03%
5 Healthcare 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.31M 0.63%
50,462
+78
52
$3.27M 0.62%
24,850
-63,816
53
$3.09M 0.59%
42,169
+917
54
$3.01M 0.57%
+11,277
55
$2.93M 0.56%
+49,007
56
$2.92M 0.56%
92,568
+3,013
57
$2.91M 0.56%
33,112
+494
58
$2.9M 0.55%
+12,533
59
$2.78M 0.53%
+47,839
60
$2.76M 0.53%
6,913
+171
61
$2.7M 0.51%
54,670
-28,562
62
$2.61M 0.5%
5,609
+129
63
$2.41M 0.46%
+19,372
64
$2.27M 0.43%
91,315
-74,438
65
$2.17M 0.41%
21,151
-4,063
66
$2.17M 0.41%
+10,772
67
$1.92M 0.37%
87,147
+458
68
$1.88M 0.36%
42,819
-44,433
69
$1.75M 0.33%
16,400
+424
70
$1.51M 0.29%
21,565
-5,061
71
$1.41M 0.27%
4,991
-5,312
72
$884K 0.17%
3,420
73
$838K 0.16%
6,594
-1,188
74
$753K 0.14%
9,949
75
$567K 0.11%
9,711
-661
1 2
3
4 5