MCM

Morton Capital Management Portfolio holdings

AUM $609M
1-Year Est. Return 21.48%
This Quarter Est. Return
1 Year Est. Return
+21.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$43.5M
3
+$17.5M
4
MSFT icon
Microsoft
MSFT
+$13.8M
5
AAPL icon
Apple
AAPL
+$11.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.96%
2 Healthcare 2.34%
3 Consumer Discretionary 2.19%
4 Financials 2%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$970K 0.39%
+6,263
27
$927K 0.38%
+8,269
28
$913K 0.37%
+4,130
29
$891K 0.36%
+3,691
30
$877K 0.35%
+4,651
31
$867K 0.35%
+2,460
32
$851K 0.34%
+4,978
33
$836K 0.34%
+28,430
34
$803K 0.33%
+15,731
35
$719K 0.29%
+14,537
36
$706K 0.29%
+25,797
37
$691K 0.28%
+3,191
38
$667K 0.27%
+7,650
39
$649K 0.26%
+5,016
40
$638K 0.26%
+1,896
41
$627K 0.25%
+3,855
42
$594K 0.24%
+1,850
43
$565K 0.23%
+1,184
44
$553K 0.22%
+7,222
45
$549K 0.22%
+967
46
$527K 0.21%
+8,920
47
$511K 0.21%
+3,064
48
$499K 0.2%
+1,144
49
$494K 0.2%
+31,144
50
$490K 0.2%
+5,900
1
2
3 4