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
$447M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.47M
3
+$3.24M
4
TSLA icon
Tesla
TSLA
+$3.17M
5
AMZN icon
Amazon
AMZN
+$2.98M

Top Sells

1
+$8.66M
2
+$5.57M
3
+$4.45M
4
MS icon
Morgan Stanley
MS
+$4.28M
5
CRM icon
Salesforce
CRM
+$4.25M

Sector Composition

1 Technology 27.33%
2 Financials 11.71%
3 Consumer Discretionary 11.54%
4 Healthcare 11.46%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.69M 0.38%
24,464
+1,870
77
$1.64M 0.37%
15,744
+912
78
$1.61M 0.36%
7,358
+339
79
$1.52M 0.34%
55,235
+1,789
80
$1.46M 0.33%
+26,633
81
$1.42M 0.32%
+72,706
82
$1.42M 0.32%
+7,253
83
$1.31M 0.29%
9,953
+284
84
$1.31M 0.29%
6,714
-1,520
85
$1.28M 0.29%
4,017
+263
86
$1.28M 0.29%
9,514
+3,401
87
$1.27M 0.29%
3,488
+1,288
88
$1.24M 0.28%
5,101
+216
89
$1.23M 0.28%
20,218
+930
90
$1.19M 0.27%
7,193
+21
91
$1.17M 0.26%
58,589
+13,838
92
$1.17M 0.26%
17,566
+967
93
$1.11M 0.25%
13,989
+666
94
$1.07M 0.24%
+52,090
95
$1.01M 0.23%
42,802
+890
96
$971K 0.22%
38,406
+27
97
$945K 0.21%
32,142
+1,546
98
$921K 0.21%
2,857
-61
99
$914K 0.2%
32,325
+1,590
100
$892K 0.2%
3,750
2 3
4
5 6