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
$337M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.95M
3
+$5.72M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.55M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.9M

Top Sells

1
+$450K
2
+$317K
3
+$289K
4
SRET icon
Global X SuperDividend REIT ETF
SRET
+$219K
5
PFE icon
Pfizer
PFE
+$204K

Sector Composition

1 Technology 10.55%
2 Healthcare 1.77%
3 Consumer Discretionary 1.49%
4 Communication Services 1.25%
5 Energy 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.39%
5,022
+107
27
$1.23M 0.37%
5,883
+55
28
$1.11M 0.33%
3,196
-2
29
$1.05M 0.31%
6,720
+238
30
$1.05M 0.31%
43,411
-6,410
31
$1.03M 0.31%
1,564
+15
32
$1.02M 0.3%
10,207
-446
33
$1M 0.3%
2,097
+1,085
34
$968K 0.29%
3,192
+66
35
$942K 0.28%
19,020
-190
36
$939K 0.28%
6,406
+12
37
$926K 0.28%
2,120
+536
38
$867K 0.26%
8,221
+42
39
$842K 0.25%
7,545
+25
40
$791K 0.24%
3,039
+128
41
$759K 0.23%
3,968
-88
42
$752K 0.22%
3,445
+89
43
$739K 0.22%
4,338
44
$715K 0.21%
28,130
-17,705
45
$714K 0.21%
6,548
-1,081
46
$699K 0.21%
1,974
+49
47
$670K 0.2%
4,243
+158
48
$642K 0.19%
4,902
+6
49
$632K 0.19%
35,853
+439
50
$623K 0.19%
13,012
+3,385
1
2
3 4