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
$508M
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$5.92M
3
+$1.81M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.58M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.53M

Top Sells

1
+$2.01M
2
+$1.79M
3
+$1.21M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$743K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$732K

Sector Composition

1 Technology 8.45%
2 Healthcare 1.35%
3 Consumer Discretionary 1.19%
4 Communication Services 1.1%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.05%
+1,307
102
$221K 0.04%
+1,638
103
$215K 0.04%
+368
104
$213K 0.04%
+1,754
105
$212K 0.04%
+762
106
$211K 0.04%
+750
107
$210K 0.04%
17,946
108
$206K 0.04%
3,547
+24
109
$90.7K 0.02%
31,494
+5,000
110
$25K ﹤0.01%
+1,026
111
$21.5K ﹤0.01%
400
112
– –
-2,220
113
– –
-1,996
114
– –
-1,749
115
– –
-2,351
116
– –
-10,170
117
– –
-9,914
1 2 3 4
5