MCM
Mitchell Capital Management Portfolio holdings
AUM
$535M
This Quarter Return
+16.11%
1 Year Return
+35.28%
3 Year Return
+159%
5 Year Return
+264.18%
10 Year Return
+697.01%
AUM
$283M
AUM Growth
+$283M
(+20%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
32.33%
Holding
128
New
15
Increased
67
Reduced
41
Closed
2
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$9.66M |
| 2 |
Simon Property Group
SPG
|
$3.4M |
| 3 |
Apple
AAPL
|
$3.3M |
| 4 |
Home Depot
HD
|
$2.46M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
$2.37M |
Top Sells
| 1 |
Visa
V
|
$5.51M |
| 2 |
Thermo Fisher Scientific
TMO
|
$4.48M |
| 3 |
Biogen
BIIB
|
$4.27M |
| 4 |
Adobe
ADBE
|
$3.81M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.86M |
Sector Composition
| 1 | Technology | 20.29% |
| 2 | Consumer Discretionary | 11.71% |
| 3 | Healthcare | 11.71% |
| 4 | Financials | 11.69% |
| 5 | Industrials | 11.05% |
