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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$43.5M
3
+$17.5M
4
MSFT icon
Microsoft
MSFT
+$13.8M
5
AAPL icon
Apple
AAPL
+$11.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.96%
2 Healthcare 2.34%
3 Consumer Discretionary 2.19%
4 Financials 2%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$472K 0.19%
+10,602
52
$417K 0.17%
+15,448
53
$404K 0.16%
+18,386
54
$394K 0.16%
+1,562
55
$379K 0.15%
+7,352
56
$373K 0.15%
+7,637
57
$365K 0.15%
+2,172
58
$356K 0.14%
+7,661
59
$333K 0.13%
+2,366
60
$333K 0.13%
+4,459
61
$332K 0.13%
+1,994
62
$328K 0.13%
+1,627
63
$306K 0.12%
+2,617
64
$295K 0.12%
+1,275
65
$293K 0.12%
+1,600
66
$291K 0.12%
+3,380
67
$290K 0.12%
+2,370
68
$289K 0.12%
+5,568
69
$283K 0.11%
+4,733
70
$283K 0.11%
+1,111
71
$279K 0.11%
+2,377
72
$271K 0.11%
+1,436
73
$270K 0.11%
+1,617
74
$267K 0.11%
+723
75
$253K 0.1%
+3,020
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