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
$508M
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$5.92M
3
+$1.81M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.58M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.53M

Top Sells

1
+$2.01M
2
+$1.79M
3
+$1.21M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$743K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$732K

Sector Composition

1 Technology 8.45%
2 Healthcare 1.35%
3 Consumer Discretionary 1.19%
4 Communication Services 1.1%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.14%
45,106
+723
52
$713K 0.14%
3,450
-932
53
$709K 0.14%
4,108
+2,408
54
$660K 0.13%
+16,816
55
$657K 0.13%
7,209
+173
56
$654K 0.13%
22,470
+226
57
$641K 0.13%
3,088
+24
58
$638K 0.13%
720
+302
59
$622K 0.12%
22,386
-1,318
60
$606K 0.12%
12,626
61
$582K 0.11%
1,517
62
$570K 0.11%
2,178
+911
63
$557K 0.11%
11,643
-2,178
64
$547K 0.11%
5,688
+241
65
$523K 0.1%
3,550
+202
66
$499K 0.1%
10,876
+1,245
67
$495K 0.1%
+7,313
68
$492K 0.1%
12,397
+2,360
69
$479K 0.09%
21,177
-150
70
$477K 0.09%
+1,699
71
$467K 0.09%
3,851
+588
72
$451K 0.09%
4,710
73
$413K 0.08%
1,867
+5
74
$406K 0.08%
2,649
-1,496
75
$383K 0.08%
776
+197
1 2
3
4 5