MCM
Mitchell Capital Management Portfolio holdings
AUM
$535M
This Quarter Return
+23.53%
1 Year Return
+35.28%
3 Year Return
+159%
5 Year Return
+264.18%
10 Year Return
+697.01%
AUM
$535M
AUM Growth
+$535M
(+2%)
Cap. Flow
-$70M
Cap. Flow
% of AUM
-13.09%
Top 10 Holdings %
Top 10 Hldgs %
43.62%
Holding
123
New
15
Increased
14
Reduced
70
Closed
16
Top Buys
| 1 |
Dell
DELL
|
$6.01M |
| 2 |
Vertiv
VRT
|
$5.72M |
| 3 |
O'Reilly Automotive
ORLY
|
$4.99M |
| 4 |
Loar Holdings
LOAR
|
$4.22M |
| 5 |
Super Micro Computer
SMCI
|
$4M |
Top Sells
| 1 |
Amazon
AMZN
|
$8.48M |
| 2 |
NVIDIA
NVDA
|
$7.75M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$7.56M |
| 4 |
Elevance Health
ELV
|
$6.36M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$5.59M |
Sector Composition
| 1 | Technology | 39.76% |
| 2 | Financials | 13.76% |
| 3 | Communication Services | 9.98% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Industrials | 6.28% |
