MCM
Mitchell Capital Management Portfolio holdings
AUM
$535M
1-Year Est. Return
35.28%
1 Year Est. Return
+35.28%
AUM
$535M
AUM Growth
+$10.3M
(+2%)
Holding
123
Top Buys
| 1 | +$6.01M | |
| 2 | +$5.72M | |
| 3 | +$4.22M | |
| 4 |
Super Micro Computer
SMCI
|
+$4M |
| 5 |
Sea Limited
SE
|
+$3.81M |
Top Sells
| 1 | +$8.48M | |
| 2 | +$7.75M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
S&P Global
SPGI
$144B
| $216K | 0.04% |
412
-1
|
|
||
102
Schwab U.S Small- Cap ETF
SCHA
$20.4B
| $211K | 0.04% |
8,097
-12,248
|
|
||
103
Innovator US Equity Power Buffer ETF July
PJUL
$1.21B
| $201K | 0.04% |
4,551
-1,649
|
|
||
104
Arm
ARM
$181B
| – | – |
-16,400
|
|
||
105
Canadian Pacific Kansas City
CP
$69.3B
| – | – |
-21,565
|
|
||
106
Doximity
DOCS
$12.6B
| – | – |
-47,839
|
|
||
|
107
Elevance Health
ELV
$78.4B
| – | – |
-14,626
|
|
||
108
Evercore
EVR
$12.2B
| – | – |
-22,572
|
|
||
109
Globe Life
GL
$10.8B
| – | – |
-24,850
|
|
||
110
Gartner
IT
$17.9B
| – | – |
-491
|
|
||
111
lululemon athletica
LULU
$19.5B
| – | – |
-4,991
|
|
||
112
Mid-America Apartment Communities
MAA
$15.4B
| – | – |
-29,864
|
|
||
113
Micron Technology
MU
$227B
| – | – |
-45,652
|
|
||
114
PACCAR
PCAR
$50B
| – | – |
-51,658
|
|
||
115
PepsiCo
PEP
$209B
| – | – |
-2,951
|
|
||
116
Innovator US Equity Power Buffer ETF February
PFEB
$829M
| – | – |
-5,700
|
|
||
117
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| – | – |
-4,900
|
|
||
118
T-Mobile US
TMUS
$255B
| – | – |
-11,277
|
|
||
119
United Therapeutics
UTHR
$19.6B
| – | – |
-14,960
|
|