MCM
Morton Capital Management Portfolio holdings
AUM
$564M
This Quarter Return
-3.21%
1 Year Return
+18.38%
3 Year Return
+54.81%
5 Year Return
–
10 Year Return
–
AUM
$282M
AUM Growth
+$282M
(-3.6%)
Cap. Flow
-$610K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
79.71%
Holding
94
New
2
Increased
28
Reduced
22
Closed
4
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$3.35M |
| 2 |
CrossingBridge Pre-Merger SPAC ETF
SPC
|
$2.63M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$2.28M |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$1.42M |
| 5 |
VanEck Merk Gold Trust
OUNZ
|
$771K |
Top Sells
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Healthcare | 2.1% |
| 3 | Energy | 1.49% |
| 4 | Consumer Discretionary | 1.39% |
| 5 | Communication Services | 1.37% |
