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
$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
CUSD
CrossingBridge Ultra-Short Duration ETF
CUSD
+$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
101
$202K 0.05%
1,638
-93
102
$201K 0.05%
1,016
-20
103
$167K 0.05%
17,946
104
$36.5K 0.01%
21,494
-3,000
105
$5.76K ﹤0.01%
93
106
$2.83K ﹤0.01%
15,000
107
– –
-1,947
108
– –
-2,829
1 2 3 4
5