MCM

Mork Capital Management Portfolio holdings

AUM $137M
1-Year Est. Return 2.59%
This Quarter Est. Return
1 Year Est. Return
+2.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$1.4M
3 +$1.33M
4
GSK icon
GSK
GSK
+$946K
5
ACCO icon
Acco Brands
ACCO
+$844K

Top Sells

1 +$3.02M
2 +$2.29M
3 +$1.42M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
AVGO icon
Broadcom
AVGO
+$1.36M

Sector Composition

1 Consumer Discretionary 21.12%
2 Industrials 18.86%
3 Financials 17.19%
4 Technology 12.18%
5 Healthcare 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,400
102
-8,400
103
-6,600
104
-22,900
105
-40,000
106
-12,500