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
$530M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.8M
3
+$2.81M
4
SKX
Skechers
SKX
+$2.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M

Top Sells

1
+$3.7M
2
+$3.22M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$501K
5
CRWD icon
CrowdStrike
CRWD
+$477K

Sector Composition

1 Technology 8.06%
2 Consumer Discretionary 1.8%
3 Communication Services 1.24%
4 Financials 1.14%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$887K 0.17%
34,955
-1,186
52
$857K 0.16%
5,924
+1
53
$734K 0.14%
7,313
+104
54
$732K 0.14%
7,359
-8
55
$711K 0.13%
22,686
+216
56
$657K 0.12%
3,752
-345
57
$647K 0.12%
5,813
+125
58
$647K 0.12%
3,450
59
$624K 0.12%
12,626
60
$623K 0.12%
3,088
61
$623K 0.12%
1,517
62
$618K 0.12%
6,771
+4,003
63
$573K 0.11%
11,275
+2,709
64
$556K 0.1%
720
65
$551K 0.1%
21,138
-1,248
66
$545K 0.1%
12,407
+10
67
$518K 0.1%
11,765
+122
68
$515K 0.1%
3,552
+2
69
$478K 0.09%
13,618
-3,198
70
$478K 0.09%
4,710
71
$466K 0.09%
20,121
-1,056
72
$459K 0.09%
2,663
+14
73
$453K 0.09%
7,461
+148
74
$446K 0.08%
+8,968
75
$446K 0.08%
3,853
+2
1 2
3
4 5