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
$421M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$4.82M
3
+$2.53M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.45M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.4M

Top Sells

1
+$4.51M
2
+$2.34M
3
+$1.62M
4
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.44M
5
MSFT icon
Microsoft
MSFT
+$662K

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
101
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102
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104
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105
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106
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-7,851
107
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108
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109
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110
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111
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-558
112
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-8,500
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5