MCM
Mitchell Capital Management Portfolio holdings
AUM
$535M
This Quarter Return
+11%
1 Year Return
+35.28%
3 Year Return
+159%
5 Year Return
+264.18%
10 Year Return
+697.01%
AUM
$437M
AUM Growth
+$437M
(+8.5%)
Cap. Flow
-$3.99M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
33.93%
Holding
121
New
1
Increased
62
Reduced
43
Closed
6
Top Buys
| 1 |
Simon Property Group
SPG
|
$1.81M |
| 2 |
Ulta Beauty
ULTA
|
$1.77M |
| 3 |
JPMorgan Chase
JPM
|
$1.71M |
| 4 |
SS&C Technologies
SSNC
|
$1.66M |
| 5 |
Trex
TREX
|
$1.28M |
Top Sells
| 1 |
T-Mobile US
TMUS
|
$3.38M |
| 2 |
Hershey
HSY
|
$2.45M |
| 3 |
Bank of America
BAC
|
$2.36M |
| 4 |
Keysight
KEYS
|
$2.26M |
| 5 |
NVIDIA
NVDA
|
$2.16M |
Sector Composition
| 1 | Technology | 27.36% |
| 2 | Healthcare | 12.77% |
| 3 | Financials | 11.8% |
| 4 | Consumer Discretionary | 10.76% |
| 5 | Industrials | 6.98% |
