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
$571M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$5.67M
3
+$5.01M
4
URI icon
United Rentals
URI
+$3.98M
5
CRWD icon
CrowdStrike
CRWD
+$2.84M

Top Sells

1
+$6.74M
2
+$6.49M
3
+$5.81M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.77M
5
AMAT icon
Applied Materials
AMAT
+$4.08M

Sector Composition

1 Technology 37.42%
2 Financials 13.14%
3 Consumer Discretionary 12.31%
4 Communication Services 8.57%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$539K 0.09%
20,838
-654
77
$499K 0.09%
4,327
+107
78
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2,609
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79
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80
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890
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81
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1,128
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82
$430K 0.08%
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83
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312
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7,519
86
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88
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89
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90
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957
91
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93
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94
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9,796
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96
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97
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6,200
98
$238K 0.04%
491
99
$217K 0.04%
1,500
-20
100
$216K 0.04%
434
-148
1 2 3
4
5