MCA

Morris Capital Advisors Portfolio holdings

AUM $106M
1-Year Est. Return 2.55%
This Quarter Est. Return
1 Year Est. Return
-2.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.87M
3
+$545K
4
EQIX icon
Equinix
EQIX
+$513K
5
DHI icon
D.R. Horton
DHI
+$496K

Top Sells

1
+$3.76M
2
+$2.9M
3
+$890K
4
AYI icon
Acuity Brands
AYI
+$792K
5
TMO icon
Thermo Fisher Scientific
TMO
+$726K

Sector Composition

1 Technology 20.06%
2 Healthcare 18.01%
3 Consumer Discretionary 15.89%
4 Consumer Staples 11.2%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,872
77
– –
-33,797
78
– –
-5,491
79
– –
-67,395
80
– –
-6,601
1 2 3
4