MCM
Mitchell Capital Management Portfolio holdings
AUM
$535M
This Quarter Return
+8.05%
1 Year Return
+35.28%
3 Year Return
+159%
5 Year Return
+264.18%
10 Year Return
+697.01%
AUM
$568M
AUM Growth
+$568M
(+9%)
Cap. Flow
+$57.9M
Cap. Flow
% of AUM
10.2%
Top 10 Holdings %
Top 10 Hldgs %
40.97%
Holding
133
New
16
Increased
55
Reduced
34
Closed
18
Top Buys
| 1 |
NVIDIA
NVDA
|
$39.8M |
| 2 |
Globe Life
GL
|
$5.52M |
| 3 |
Zscaler
ZS
|
$4.21M |
| 4 |
Chipotle Mexican Grill
CMG
|
$3.98M |
| 5 |
Meta Platforms (Facebook)
META
|
$3.95M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$7.99M |
| 2 |
Vistra
VST
|
$6.8M |
| 3 |
Aaon
AAON
|
$4.69M |
| 4 |
Ulta Beauty
ULTA
|
$4.36M |
| 5 |
ON Semiconductor
ON
|
$3.34M |
Sector Composition
| 1 | Technology | 33.86% |
| 2 | Consumer Discretionary | 12.01% |
| 3 | Healthcare | 11.74% |
| 4 | Financials | 10.52% |
| 5 | Communication Services | 8.95% |
