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
$143M
AUM Growth
-$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.75M
3
+$1.64M
4
SJM icon
J.M. Smucker
SJM
+$479K
5
V icon
Visa
V
+$211K

Top Sells

1
+$4.74M
2
+$3.45M
3
+$2.35M
4
AMZN icon
Amazon
AMZN
+$619K
5
AAPL icon
Apple
AAPL
+$607K

Sector Composition

1 Technology 20.54%
2 Healthcare 18.68%
3 Consumer Discretionary 14.43%
4 Consumer Staples 10.47%
5 Financials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,059
77
– –
-4,201
78
– –
-35,130
79
– –
-26,386
1 2 3
4