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
$530M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.8M
3
+$2.81M
4
SKX
Skechers
SKX
+$2.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M

Top Sells

1
+$3.7M
2
+$3.22M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$501K
5
CRWD icon
CrowdStrike
CRWD
+$477K

Sector Composition

1 Technology 8.06%
2 Consumer Discretionary 1.8%
3 Communication Services 1.24%
4 Financials 1.14%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.31%
28,211
-2,040
27
$1.66M 0.31%
9,355
+168
28
$1.64M 0.31%
23,271
+270
29
$1.62M 0.31%
5,035
-30
30
$1.6M 0.3%
3,771
31
$1.6M 0.3%
2,718
+334
32
$1.56M 0.29%
9,372
-298
33
$1.54M 0.29%
3,830
-40
34
$1.53M 0.29%
5,880
-29
35
$1.52M 0.29%
32,637
+119
36
$1.41M 0.27%
2,411
+64
37
$1.41M 0.27%
5,819
+2,141
38
$1.38M 0.26%
4,751
+620
39
$1.35M 0.25%
3,466
+8
40
$1.3M 0.25%
5,776
-252
41
$1.26M 0.24%
7,515
-598
42
$1.18M 0.22%
1,288
-12
43
$1.16M 0.22%
3,662
-3
44
$1.15M 0.22%
10,659
-63
45
$1.03M 0.19%
37,604
+535
46
$1.01M 0.19%
7,918
+3
47
$969K 0.18%
4,179
+71
48
$929K 0.18%
3,445
49
$908K 0.17%
2,249
+71
50
$897K 0.17%
45,789
+683
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