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
$508M
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$5.92M
3
+$1.81M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.58M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.53M

Top Sells

1
+$2.01M
2
+$1.79M
3
+$1.21M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$743K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$732K

Sector Composition

1 Technology 8.45%
2 Healthcare 1.35%
3 Consumer Discretionary 1.19%
4 Communication Services 1.1%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.34%
10,396
+951
27
$1.65M 0.32%
9,670
+1,449
28
$1.61M 0.32%
30,251
-4,153
29
$1.6M 0.31%
3,771
30
$1.59M 0.31%
5,065
+43
31
$1.53M 0.3%
+32,518
32
$1.45M 0.29%
3,870
+907
33
$1.41M 0.28%
8,113
+1,332
34
$1.4M 0.28%
3,458
+244
35
$1.38M 0.27%
2,384
-141
36
$1.34M 0.26%
2,347
+469
37
$1.26M 0.25%
10,722
+1,574
38
$1.25M 0.25%
6,028
+200
39
$1.17M 0.23%
4,131
40
$1.15M 0.23%
1,300
+121
41
$1.11M 0.22%
2,104
-40
42
$1.01M 0.2%
7,915
+3
43
$1.01M 0.2%
3,665
+542
44
$991K 0.2%
36,141
-1,396
45
$960K 0.19%
5,923
+9
46
$907K 0.18%
3,445
47
$894K 0.18%
3,678
-262
48
$837K 0.16%
7,367
+578
49
$819K 0.16%
37,069
+370
50
$734K 0.14%
4,097
1
2
3 4 5