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
101
$210K 0.04%
413
-21
102
$206K 0.04%
491
103
$204K 0.04%
+5,700
104
$203K 0.04%
+4,900
105
– –
-23,031
106
– –
-21,146
107
– –
-7,658
108
– –
-5,652
109
– –
-2,294
110
– –
-36,182
111
– –
-5,600
112
– –
-5,800
113
– –
-117,409
114
– –
-31,445
115
– –
-69,164
116
– –
-1,128
117
– –
-35,476
1 2 3 4
5