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
$447M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.47M
3
+$3.24M
4
TSLA icon
Tesla
TSLA
+$3.17M
5
AMZN icon
Amazon
AMZN
+$2.98M

Top Sells

1
+$8.66M
2
+$5.57M
3
+$4.45M
4
MS icon
Morgan Stanley
MS
+$4.28M
5
CRM icon
Salesforce
CRM
+$4.25M

Sector Composition

1 Technology 27.33%
2 Financials 11.71%
3 Consumer Discretionary 11.54%
4 Healthcare 11.46%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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