MCM

Morton Capital Management Portfolio holdings

AUM $651M
1-Year Est. Return 28.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$421M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$4.83M
3
+$2.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.38M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.4M

Top Sells

1
+$4.36M
2
+$2.34M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.43M
5
LOW icon
Lowe's Companies
LOW
+$641K

Sector Composition

1 Technology 9.3%
2 Healthcare 1.34%
3 Communication Services 1.21%
4 Consumer Discretionary 1.15%
5 Energy 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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112
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5