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
$446M
AUM Growth
-$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$4.92M
2 +$3.13M
3 +$2.86M
4
BAC icon
Bank of America
BAC
+$2.66M
5
META icon
Meta Platforms (Facebook)
META
+$2.07M

Top Sells

1 +$4.5M
2 +$3.46M
3 +$3.44M
4
HON icon
Honeywell
HON
+$3.43M
5
SCL icon
Stepan Co
SCL
+$3.32M

Sector Composition

1 Technology 29.09%
2 Financials 13.02%
3 Consumer Discretionary 11.2%
4 Healthcare 10.87%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-26,391