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
$142M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.08M
3
+$515K
4
WHR icon
Whirlpool
WHR
+$248K
5
LVS icon
Las Vegas Sands
LVS
+$202K

Top Sells

1
+$2.93M
2
+$2.37M
3
+$2.23M
4
WP
Worldpay, Inc.
WP
+$527K
5
TMO icon
Thermo Fisher Scientific
TMO
+$440K

Sector Composition

1 Technology 20.23%
2 Healthcare 18.67%
3 Consumer Discretionary 16.88%
4 Consumer Staples 10.9%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,815
77
– –
-69,566
78
– –
-44,432
1 2 3
4