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
$525M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.38M
3
+$4.35M
4
PLTR icon
Palantir
PLTR
+$4.33M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.07M

Top Sells

1
+$8.41M
2
+$5.78M
3
+$5.29M
4
NOW icon
ServiceNow
NOW
+$4.91M
5
TREX icon
Trex
TREX
+$4.77M

Sector Composition

1 Technology 32.52%
2 Financials 16.23%
3 Consumer Discretionary 11.12%
4 Communication Services 9.03%
5 Healthcare 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.11%
1,451
-235
77
$502K 0.1%
7,190
-985
78
$489K 0.09%
1,600
79
$477K 0.09%
20,345
-493
80
$442K 0.08%
2,951
-26,820
81
$433K 0.08%
870
-20
82
$410K 0.08%
1,595
83
$409K 0.08%
3,084
84
$405K 0.08%
3,872
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85
$390K 0.07%
14,898
-192
86
$389K 0.07%
2,514
-95
87
$382K 0.07%
7,519
88
$355K 0.07%
301
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89
$350K 0.07%
9,100
90
$348K 0.07%
9,200
91
$311K 0.06%
6,036
92
$299K 0.06%
7,700
93
$296K 0.06%
957
94
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95
$284K 0.05%
9,615
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96
$261K 0.05%
1,560
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97
$249K 0.05%
6,200
98
$248K 0.05%
1,455
-155
99
$218K 0.04%
2,525
-8,063
100
$213K 0.04%
1,007
-207
1 2 3
4
5