MCM
Morton Capital Management Portfolio holdings
AUM
$564M
This Quarter Return
-11.62%
1 Year Return
+18.38%
3 Year Return
+54.81%
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(-5.8%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
79.52%
Holding
92
New
10
Increased
33
Reduced
25
Closed
9
Top Buys
Top Sells
| 1 |
VanEck Merk Gold Trust
OUNZ
|
$1.71M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$367K |
| 3 |
PayPal
PYPL
|
$316K |
| 4 |
Nike
NKE
|
$255K |
| 5 |
Target
TGT
|
$251K |
Sector Composition
| 1 | Technology | 10.63% |
| 2 | Healthcare | 2.73% |
| 3 | Communication Services | 1.68% |
| 4 | Financials | 1.42% |
| 5 | Energy | 1.41% |
