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
$283M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.73M
3
+$801K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$765K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$753K

Top Sells

1
+$6.41M
2
+$2.45M
3
+$839K
4
AAPL icon
Apple
AAPL
+$540K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$533K

Sector Composition

1 Technology 10.37%
2 Healthcare 2.06%
3 Consumer Discretionary 1.45%
4 Energy 1.43%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.19%
3,654
52
$525K 0.19%
12,626
53
$506K 0.18%
40,570
+3,480
54
$500K 0.18%
3,064
55
$485K 0.17%
1,180
-38
56
$476K 0.17%
2,381
57
$470K 0.17%
11,642
-4,757
58
$469K 0.17%
2,874
+217
59
$456K 0.16%
21,199
+384
60
$444K 0.16%
5,055
61
$435K 0.15%
9,627
62
$402K 0.14%
1,613
+41
63
$397K 0.14%
+1,875
64
$388K 0.14%
1,825
-457
65
$381K 0.13%
3,890
-136
66
$376K 0.13%
21,906
67
$345K 0.12%
2,171
-13
68
$321K 0.11%
15,448
69
$302K 0.11%
7,413
+248
70
$297K 0.11%
7,537
71
$294K 0.1%
10,287
72
$262K 0.09%
1,720
-151
73
$251K 0.09%
1,246
-57
74
$249K 0.09%
+15,471
75
$249K 0.09%
2,028
+134
1 2
3
4