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
$518M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.5M
3
+$2.06M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.16M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$866K

Top Sells

1
+$30.6M
2
+$5.78M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$1.27M
5
SKX
Skechers
SKX
+$1.16M

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 1.36%
3 Healthcare 1.31%
4 Financials 1.2%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.07%
2,673
+10
77
$364K 0.07%
6,234
+107
78
$348K 0.07%
3,730
+780
79
$344K 0.07%
5,081
+42
80
$342K 0.07%
1,319
-930
81
$341K 0.07%
14,128
82
$332K 0.06%
1,283
83
$327K 0.06%
3,266
+2
84
$326K 0.06%
1,500
85
$323K 0.06%
3,948
-20
86
$322K 0.06%
2,099
+39
87
$304K 0.06%
5,987
+2
88
$296K 0.06%
1,862
+100
89
$291K 0.06%
2,191
+104
90
$290K 0.06%
532
+55
91
$277K 0.05%
1,626
-25
92
$274K 0.05%
1,161
+21
93
$265K 0.05%
7,609
94
$263K 0.05%
762
+12
95
$258K 0.05%
1,491
96
$250K 0.05%
865
97
$235K 0.05%
+2,333
98
$234K 0.05%
758
99
$233K 0.05%
1,365
+57
100
$228K 0.04%
2,771
+28
1 2 3
4
5