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
$530M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.8M
3
+$2.81M
4
SKX
Skechers
SKX
+$2.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M

Top Sells

1
+$3.7M
2
+$3.22M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$501K
5
CRWD icon
CrowdStrike
CRWD
+$477K

Sector Composition

1 Technology 8.06%
2 Consumer Discretionary 1.8%
3 Communication Services 1.24%
4 Financials 1.14%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.04%
+865
102
$232K 0.04%
640
103
$232K 0.04%
2,743
+1
104
$226K 0.04%
1,062
105
$215K 0.04%
1,638
106
$213K 0.04%
750
107
$212K 0.04%
1,762
+8
108
$205K 0.04%
3,581
+34
109
$204K 0.04%
2,993
+1
110
$191K 0.04%
17,946
111
$78.1K 0.01%
31,494
112
– –
-368
113
– –
-1,026
114
– –
-400
115
– –
-762
116
– –
-1,699
1 2 3 4
5