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
$518M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.5M
3
+$2.06M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.16M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$866K

Top Sells

1
+$30.6M
2
+$5.78M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$1.27M
5
SKX
Skechers
SKX
+$1.16M

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 1.36%
3 Healthcare 1.31%
4 Financials 1.2%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.04%
1,638
102
$220K 0.04%
1,089
+27
103
$218K 0.04%
+7,776
104
$213K 0.04%
393
-17
105
$205K 0.04%
621
-19
106
$204K 0.04%
+390
107
$203K 0.04%
1,942
-294
108
$203K 0.04%
3,598
+17
109
$151K 0.03%
17,946
110
$117K 0.02%
31,494
111
$48.9K 0.01%
+16,675
112
– –
-2,993
113
– –
-2,128
114
– –
-8,944
115
– –
-1,481,936
1 2 3 4
5