MCM
Morton Capital Management Portfolio holdings
AUM
$564M
This Quarter Return
-7.17%
1 Year Return
+18.38%
3 Year Return
+54.81%
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(-4.3%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
80.62%
Holding
86
New
3
Increased
22
Reduced
27
Closed
5
Top Buys
| 1 |
CrossingBridge Pre-Merger SPAC ETF
SPC
|
$6.46M |
| 2 |
VanEck Merk Gold Trust
OUNZ
|
$1.45M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$870K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$713K |
| 5 |
Altria Group
MO
|
$426K |
Top Sells
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$298K |
| 2 |
Intel
INTC
|
$262K |
| 3 |
IBM
IBM
|
$234K |
| 4 |
Qualcomm
QCOM
|
$204K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$179K |
Sector Composition
| 1 | Technology | 10.45% |
| 2 | Healthcare | 2.54% |
| 3 | Consumer Discretionary | 1.5% |
| 4 | Energy | 1.46% |
| 5 | Financials | 1.29% |
