MCM
Morton Capital Management Portfolio holdings
AUM
$564M
This Quarter Return
+6.67%
1 Year Return
+18.38%
3 Year Return
+54.81%
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
–
Cap. Flow
+$245M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.93%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
VanEck Merk Gold Trust
OUNZ
|
$82.6M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$43.5M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$17.5M |
| 4 |
Microsoft
MSFT
|
$13.8M |
| 5 |
Apple
AAPL
|
$11.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.96% |
| 2 | Healthcare | 2.34% |
| 3 | Consumer Discretionary | 2.19% |
| 4 | Financials | 2% |
| 5 | Communication Services | 1.93% |
