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
$370M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.11M
3
+$2.01M
4
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.98M
5
SPC icon
CrossingBridge Pre-Merger SPAC ETF
SPC
+$1.75M

Top Sells

1
+$318K
2
+$279K
3
+$211K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$191K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$135K

Sector Composition

1 Technology 9.99%
2 Healthcare 1.74%
3 Consumer Discretionary 1.47%
4 Communication Services 1.34%
5 Energy 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.4%
9,758
+329
27
$1.45M 0.39%
5,022
28
$1.21M 0.33%
3,159
-37
29
$1.2M 0.32%
5,828
-55
30
$1.17M 0.32%
1,594
+30
31
$1.15M 0.31%
9,883
-324
32
$1.05M 0.28%
1,995
-102
33
$1.03M 0.28%
6,529
-191
34
$1.03M 0.28%
8,221
35
$1.03M 0.28%
2,144
+24
36
$1.01M 0.27%
6,199
-207
37
$999K 0.27%
2,963
-229
38
$958K 0.26%
38,768
-4,643
39
$957K 0.26%
7,909
+364
40
$940K 0.25%
1,935
-39
41
$892K 0.24%
6,759
+211
42
$872K 0.24%
3,125
+86
43
$867K 0.23%
4,215
+247
44
$826K 0.22%
3,445
45
$763K 0.21%
13,004
+4,573
46
$758K 0.2%
4,351
+13
47
$738K 0.2%
28,208
+78
48
$700K 0.19%
5,719
+170
49
$698K 0.19%
+3,528
50
$694K 0.19%
4,097
-146
1
2
3 4 5