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
$530M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.8M
3
+$2.81M
4
SKX
Skechers
SKX
+$2.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M

Top Sells

1
+$3.7M
2
+$3.22M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$501K
5
CRWD icon
CrowdStrike
CRWD
+$477K

Sector Composition

1 Technology 8.06%
2 Consumer Discretionary 1.8%
3 Communication Services 1.24%
4 Financials 1.14%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.08%
1,937
+70
77
$416K 0.08%
9,941
-935
78
$409K 0.08%
776
79
$382K 0.07%
6,127
+4
80
$341K 0.06%
14,128
81
$339K 0.06%
1,283
82
$326K 0.06%
3,264
-9
83
$316K 0.06%
2,060
+2
84
$312K 0.06%
5,039
+21
85
$309K 0.06%
1,500
86
$300K 0.06%
3,968
87
$292K 0.06%
1,651
+9
88
$286K 0.05%
5,985
+7
89
$273K 0.05%
477
-3
90
$263K 0.05%
+295
91
$260K 0.05%
758
92
$260K 0.05%
1,140
-100
93
$258K 0.05%
2,236
+5
94
$255K 0.05%
410
95
$252K 0.05%
1,491
96
$247K 0.05%
2,128
97
$243K 0.05%
7,609
98
$236K 0.04%
2,087
-158
99
$235K 0.04%
+8,944
100
$233K 0.04%
1,308
+1
1 2 3
4
5