MCM

Morton Capital Management Portfolio holdings

AUM $651M
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$3.54M
3
+$2.77M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.08M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$2.05M

Top Sells

1
+$9.11M
2
+$1.06M
3
+$880K
4
SKX
Skechers
SKX
+$782K
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$513K

Sector Composition

1 Technology 7.89%
2 Financials 1.38%
3 Consumer Discretionary 1.31%
4 Communication Services 1.24%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.14%
3,421
+188
52
$745K 0.13%
8,333
+4,385
53
$716K 0.13%
3,447
-25
54
$708K 0.13%
3,895
+200
55
$701K 0.12%
5,655
-349
56
$679K 0.12%
10,948
+4,714
57
$678K 0.12%
870
+114
58
$659K 0.12%
7,190
+534
59
$652K 0.12%
1,488
-9
60
$652K 0.12%
2,212
+153
61
$634K 0.11%
12,626
62
$622K 0.11%
21,202
-54
63
$602K 0.11%
7,371
-9
64
$589K 0.1%
10,861
+57
65
$557K 0.1%
7,666
+259
66
$554K 0.1%
7,003
-423
67
$549K 0.1%
3,762
+3
68
$547K 0.1%
9,329
-109
69
$545K 0.1%
11,516
-200
70
$540K 0.1%
10,921
-4,433
71
$519K 0.09%
4,710
72
$507K 0.09%
3,542
+137
73
$482K 0.09%
19,739
+5
74
$470K 0.08%
9,741
75
$451K 0.08%
802
-18
1 2
3
4 5