MCA
Morris Capital Advisors Portfolio holdings
AUM
$106M
This Quarter Return
+8.42%
1 Year Return
-2.55%
3 Year Return
+72.89%
5 Year Return
+124.34%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+7.3%)
Cap. Flow
+$2.61M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
44.45%
Holding
61
New
2
Increased
6
Reduced
21
Closed
2
Top Buys
| 1 |
PTC
PTC
|
$3.48M |
| 2 |
Sherwin-Williams
SHW
|
$3M |
| 3 |
Iron Mountain
IRM
|
$220K |
| 4 |
United Rentals
URI
|
$61.9K |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$61.4K |
Top Sells
| 1 |
Cognizant
CTSH
|
$2.32M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$294K |
| 3 |
Apple
AAPL
|
$243K |
| 4 |
Amazon
AMZN
|
$169K |
| 5 |
ON Semiconductor
ON
|
$160K |
Sector Composition
| 1 | Technology | 36.39% |
| 2 | Healthcare | 20.39% |
| 3 | Consumer Discretionary | 10.34% |
| 4 | Communication Services | 10.22% |
| 5 | Financials | 6.71% |
