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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$43.5M
3
+$17.5M
4
MSFT icon
Microsoft
MSFT
+$13.8M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.1%
+12,870
77
$244K 0.1%
+1,823
78
$243K 0.1%
+29,583
79
$237K 0.1%
+2,060
80
$236K 0.1%
+657
81
$234K 0.09%
+9,365
82
$231K 0.09%
+1,573
83
$225K 0.09%
+2,054
84
$212K 0.09%
+2,300
85
$206K 0.08%
+3,645
86
$203K 0.08%
+4,296
87
$201K 0.08%
+1,638
88
$194K 0.08%
+14,464
89
$129K 0.05%
+13,676
90
$36.7K 0.01%
+24,494
1 2 3
4