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
$117M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$492K
3 +$367K
4
ET icon
Energy Transfer Partners
ET
+$276K

Top Sells

1 +$977K
2 +$883K
3 +$754K
4
IPGP icon
IPG Photonics
IPGP
+$729K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$687K

Sector Composition

1 Healthcare 22.18%
2 Technology 18.45%
3 Consumer Discretionary 13.59%
4 Financials 10.85%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,296