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
$508M
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$5.92M
3
+$1.81M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.58M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.53M

Top Sells

1
+$2.01M
2
+$1.79M
3
+$1.21M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$743K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$732K

Sector Composition

1 Technology 8.45%
2 Healthcare 1.35%
3 Consumer Discretionary 1.19%
4 Communication Services 1.1%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.08%
+6,123
77
$350K 0.07%
2,058
+161
78
$345K 0.07%
14,128
-404
79
$338K 0.07%
1,283
-259
80
$332K 0.07%
3,968
+1,198
81
$328K 0.06%
3,273
+1,003
82
$327K 0.06%
5,018
-873
83
$316K 0.06%
5,978
-2,774
84
$306K 0.06%
1,240
+94
85
$296K 0.06%
8,566
+892
86
$270K 0.05%
+2,768
87
$268K 0.05%
7,609
88
$264K 0.05%
1,500
89
$263K 0.05%
2,128
90
$261K 0.05%
+2,231
91
$260K 0.05%
1,491
92
$256K 0.05%
2,245
+269
93
$250K 0.05%
+640
94
$250K 0.05%
1,642
-10
95
$245K 0.05%
+2,742
96
$244K 0.05%
1,062
+54
97
$244K 0.05%
758
-746
98
$241K 0.05%
+2,992
99
$241K 0.05%
410
+17
100
$237K 0.05%
+480
1 2 3
4
5