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
$410M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.64M
3
+$2.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M
5
KEYS icon
Keysight
KEYS
+$1.64M

Top Sells

1
+$3.12M
2
+$2.94M
3
+$2.57M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.71M
5
VZ icon
Verizon
VZ
+$1.61M

Sector Composition

1 Technology 28.22%
2 Financials 11.55%
3 Healthcare 10.9%
4 Consumer Discretionary 10.72%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.48%
5,592
-212
77
$1.95M 0.48%
25,265
+3,695
78
$1.94M 0.47%
11,809
+1,092
79
$1.9M 0.46%
31,940
+3,360
80
$1.88M 0.46%
10,054
-1,042
81
$1.88M 0.46%
9,252
+941
82
$1.77M 0.43%
8,142
+1,289
83
$1.77M 0.43%
12,490
-9,593
84
$1.74M 0.42%
7,558
+1,188
85
$1.69M 0.41%
1,147
+89
86
$1.64M 0.4%
+11,435
87
$1.6M 0.39%
+20,338
88
$1.58M 0.39%
13,395
+2,435
89
$1.45M 0.35%
20,103
-621
90
$1.41M 0.35%
11,877
-9,682
91
$1.37M 0.33%
8,346
+1,557
92
$1.37M 0.33%
4,711
-360
93
$1.34M 0.33%
6,653
+840
94
$1.28M 0.31%
8,447
-2,122
95
$1.22M 0.3%
11,668
+1,334
96
$1.21M 0.29%
25,321
+3,306
97
$1.17M 0.29%
30,266
+2,022
98
$1.14M 0.28%
3,961
+640
99
$1.13M 0.28%
+12,070
100
$1.12M 0.27%
7,863
+1,604
2 3
4
5 6