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
$370M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.11M
3
+$2.01M
4
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.98M
5
SPC icon
CrossingBridge Pre-Merger SPAC ETF
SPC
+$1.75M

Top Sells

1
+$318K
2
+$279K
3
+$211K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$191K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$135K

Sector Composition

1 Technology 9.99%
2 Healthcare 1.74%
3 Consumer Discretionary 1.47%
4 Communication Services 1.34%
5 Energy 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$310K 0.08%
1,241
-103
77
$306K 0.08%
+1,805
78
$283K 0.08%
587
+8
79
$283K 0.08%
2,487
-16
80
$282K 0.08%
1,146
81
$281K 0.08%
1,617
82
$273K 0.07%
1,677
-770
83
$271K 0.07%
7,609
84
$260K 0.07%
+908
85
$259K 0.07%
11,588
-6,053
86
$254K 0.07%
3,186
87
$252K 0.07%
6,011
-162
88
$250K 0.07%
10,052
+77
89
$249K 0.07%
+6,428
90
$243K 0.07%
1,384
-34
91
$237K 0.06%
8,500
92
$236K 0.06%
4,106
+18
93
$231K 0.06%
2,288
-829
94
$229K 0.06%
558
-7
95
$223K 0.06%
+1,500
96
$215K 0.06%
+1,261
97
$211K 0.06%
+7,851
98
$210K 0.06%
+2,000
99
$206K 0.06%
+392
100
$205K 0.06%
+3,054
1 2 3
4
5