MCM

Morton Capital Management Portfolio holdings

AUM $651M
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$3.54M
3
+$2.77M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.08M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$2.05M

Top Sells

1
+$9.11M
2
+$1.06M
3
+$880K
4
SKX
Skechers
SKX
+$782K
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$513K

Sector Composition

1 Technology 7.89%
2 Financials 1.38%
3 Consumer Discretionary 1.31%
4 Communication Services 1.24%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.34%
8,726
-121
27
$1.87M 0.33%
2,540
-113
28
$1.83M 0.32%
26,360
-1,034
29
$1.8M 0.32%
9,722
+275
30
$1.79M 0.32%
10,102
+147
31
$1.78M 0.32%
6,381
-97
32
$1.65M 0.29%
2,659
-69
33
$1.64M 0.29%
32,762
+102
34
$1.63M 0.29%
3,830
35
$1.61M 0.28%
4,730
-300
36
$1.52M 0.27%
4,995
-20
37
$1.47M 0.26%
4,133
+291
38
$1.41M 0.25%
6,076
+181
39
$1.41M 0.25%
3,848
+323
40
$1.41M 0.25%
4,621
-432
41
$1.38M 0.25%
1,397
+235
42
$1.25M 0.22%
9,351
+377
43
$1.21M 0.21%
4,396
-73
44
$1.13M 0.2%
38,280
+299
45
$1.1M 0.2%
10,217
+275
46
$983K 0.17%
3,445
47
$948K 0.17%
30,575
+7,679
48
$908K 0.16%
50,104
+3,722
49
$860K 0.15%
29,704
-2,808
50
$822K 0.15%
5,381
-491
1
2
3 4 5