MCM

Morton Capital Management Portfolio holdings

AUM $651M
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$3.54M
3
+$2.77M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.08M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$2.05M

Top Sells

1
+$9.11M
2
+$1.06M
3
+$880K
4
SKX
Skechers
SKX
+$782K
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$513K

Sector Composition

1 Technology 7.89%
2 Financials 1.38%
3 Consumer Discretionary 1.31%
4 Communication Services 1.24%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$427K 0.08%
3,190
-540
77
$423K 0.08%
3,113
+922
78
$412K 0.07%
+4,487
79
$396K 0.07%
2,645
-28
80
$380K 0.07%
5,100
+19
81
$377K 0.07%
532
82
$371K 0.07%
+11,306
83
$369K 0.07%
1,549
+460
84
$368K 0.07%
14,138
+10
85
$359K 0.06%
1,283
86
$340K 0.06%
1,869
+7
87
$338K 0.06%
+3,461
88
$337K 0.06%
1,060
-259
89
$331K 0.06%
1,439
+278
90
$327K 0.06%
2,051
-48
91
$320K 0.06%
3,198
-68
92
$303K 0.05%
1,450
-50
93
$296K 0.05%
5,190
-797
94
$288K 0.05%
1,376
-250
95
$286K 0.05%
+7,293
96
$284K 0.05%
+972
97
$278K 0.05%
758
98
$275K 0.05%
+2,038
99
$273K 0.05%
+1,265
100
$272K 0.05%
865
2 3
4
5 6