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
$150M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.86M
2 +$564K
3 +$282K
4
FDX icon
FedEx
FDX
+$3.38K
5
SWKS icon
Skyworks Solutions
SWKS
+$3.06K

Top Sells

1 +$3.44M
2 +$355K
3 +$274K
4
WP
Worldpay, Inc.
WP
+$185K
5
DLTR icon
Dollar Tree
DLTR
+$178K

Sector Composition

1 Healthcare 19.13%
2 Technology 19.03%
3 Consumer Discretionary 16.36%
4 Consumer Staples 10.3%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,218
77
-6,508