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
76
$1.77M 0.44%
9,747
-82
77
$1.74M 0.43%
67,746
+11,133
78
$1.74M 0.43%
18,731
+7,764
79
$1.72M 0.43%
21,580
-10,588
80
$1.67M 0.41%
7,301
+13
81
$1.62M 0.4%
13,225
-21,593
82
$1.6M 0.4%
75,201
+1,894
83
$1.54M 0.38%
9,016
+52
84
$1.52M 0.38%
4,174
-26
85
$1.22M 0.3%
6,407
-307
86
$1.21M 0.3%
17,361
+67
87
$1.15M 0.29%
9,756
+85
88
$1.13M 0.28%
50,347
+1,449
89
$1.12M 0.28%
5,231
+98
90
$1.11M 0.27%
1,626
+52
91
$1.1M 0.27%
52,354
+7,254
92
$1.03M 0.26%
13,373
+203
93
$1.02M 0.25%
45,246
+5,568
94
$963K 0.24%
8,522
95
$910K 0.23%
50,185
+2,460
96
$902K 0.22%
684
+2
97
$893K 0.22%
6,347
-385
98
$855K 0.21%
2,814
-62
99
$846K 0.21%
14,129
+78
100
$822K 0.2%
3,592
-153
1 2 3
4
5