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
$518M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.5M
3
+$2.06M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.16M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$866K

Top Sells

1
+$30.6M
2
+$5.78M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$1.27M
5
SKX
Skechers
SKX
+$1.16M

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 1.36%
3 Healthcare 1.31%
4 Financials 1.2%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.34%
23,159
-112
27
$1.69M 0.33%
27,394
-817
28
$1.59M 0.31%
3,787
+16
29
$1.56M 0.3%
9,955
-262
30
$1.54M 0.3%
5,030
-5
31
$1.53M 0.3%
2,728
+10
32
$1.53M 0.3%
2,653
+242
33
$1.48M 0.29%
32,660
+23
34
$1.46M 0.28%
5,053
-766
35
$1.38M 0.27%
3,830
36
$1.38M 0.27%
5,015
+264
37
$1.35M 0.26%
3,842
+180
38
$1.29M 0.25%
3,525
+59
39
$1.25M 0.24%
5,895
+119
40
$1.24M 0.24%
8,847
-525
41
$1.18M 0.23%
9,942
-717
42
$1.16M 0.22%
8,974
+1,056
43
$1.1M 0.21%
1,162
-126
44
$1.08M 0.21%
37,981
+377
45
$974K 0.19%
5,872
-52
46
$885K 0.17%
3,445
47
$862K 0.17%
46,382
+593
48
$842K 0.16%
32,512
-2,443
49
$782K 0.15%
13,781
-20,494
50
$782K 0.15%
22,896
+210
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