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
$518M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.5M
3
+$2.06M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.16M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$866K

Top Sells

1
+$30.6M
2
+$5.78M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$1.27M
5
SKX
Skechers
SKX
+$1.16M

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 1.36%
3 Healthcare 1.31%
4 Financials 1.2%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$749K 0.14%
3,233
+145
52
$748K 0.14%
4,469
+290
53
$732K 0.14%
7,380
+67
54
$695K 0.13%
15,354
+3,589
55
$672K 0.13%
12,626
56
$667K 0.13%
7,426
+67
57
$653K 0.13%
6,656
-115
58
$640K 0.12%
3,695
-57
59
$625K 0.12%
756
+36
60
$624K 0.12%
3,472
+22
61
$593K 0.11%
6,004
+191
62
$575K 0.11%
10,804
+1,836
63
$570K 0.11%
3,405
-147
64
$556K 0.11%
21,256
+118
65
$555K 0.11%
1,497
-20
66
$513K 0.1%
13,517
-101
67
$512K 0.1%
2,059
+122
68
$498K 0.1%
3,759
-94
69
$489K 0.09%
11,716
-691
70
$471K 0.09%
7,407
-54
71
$449K 0.09%
820
+44
72
$437K 0.08%
4,710
73
$436K 0.08%
19,734
-387
74
$426K 0.08%
9,741
-200
75
$424K 0.08%
9,438
-1,837
1 2
3
4 5