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
$151M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$506K
2 +$209K
3 +$208K
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$165K
5
GILD icon
Gilead Sciences
GILD
+$29.6K

Top Sells

1 +$339K
2 +$328K
3 +$314K
4
CE icon
Celanese
CE
+$241K
5
AAPL icon
Apple
AAPL
+$238K

Sector Composition

1 Technology 21.12%
2 Healthcare 18.01%
3 Consumer Discretionary 14.6%
4 Consumer Staples 10.52%
5 Financials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,750
77
-2,250