MCM

Mitchell Capital Management Portfolio holdings

AUM $559M
1-Year Est. Return 38.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$5.56M
2 +$3.9M
3 +$3.81M
4
MTH icon
Meritage Homes
MTH
+$3.44M
5
HD icon
Home Depot
HD
+$3.39M

Top Sells

1 +$7.99M
2 +$6.62M
3 +$4.69M
4
ULTA icon
Ulta Beauty
ULTA
+$4.59M
5
ON icon
ON Semiconductor
ON
+$3.34M

Sector Composition

1 Technology 33.86%
2 Consumer Discretionary 12.01%
3 Healthcare 11.74%
4 Financials 10.52%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-17,396
127
-16,148