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
$220M
AUM Growth
-$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$1.45M
3
+$426K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$418K
5
AAPL icon
Apple
AAPL
+$363K

Top Sells

1
+$338K
2
+$327K
3
+$298K
4
INTC icon
Intel
INTC
+$262K
5
IBM icon
IBM
IBM
+$234K

Sector Composition

1 Technology 10.45%
2 Healthcare 2.54%
3 Consumer Discretionary 1.5%
4 Energy 1.46%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.1%
1,554
-24
77
$209K 0.1%
1,111
78
$200K 0.09%
3,220
79
$43.5K 0.02%
14,464
80
$38K 0.02%
12,299
81
$21.6K 0.01%
24,494
82
– –
-15,421
83
– –
-1,600
84
– –
-5,877
85
– –
-7,002
86
– –
-1,656
1 2 3
4