MCM

Morton Capital Management Portfolio holdings

AUM $651M
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$3.54M
3
+$2.77M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.08M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$2.05M

Top Sells

1
+$9.11M
2
+$1.06M
3
+$880K
4
SKX
Skechers
SKX
+$782K
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$513K

Sector Composition

1 Technology 7.89%
2 Financials 1.38%
3 Consumer Discretionary 1.31%
4 Communication Services 1.24%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$261K 0.05%
393
102
$254K 0.05%
1,439
-52
103
$250K 0.04%
7,609
104
$244K 0.04%
762
105
$240K 0.04%
1,311
-54
106
$235K 0.04%
+809
107
$233K 0.04%
2,318
-15
108
$228K 0.04%
+887
109
$228K 0.04%
587
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110
$227K 0.04%
+2,128
111
$225K 0.04%
2,674
-97
112
$223K 0.04%
7,790
+14
113
$218K 0.04%
1,638
114
$217K 0.04%
+207
115
$211K 0.04%
+1,545
116
$210K 0.04%
+447
117
$207K 0.04%
+6,289
118
$206K 0.04%
660
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119
$205K 0.04%
+3,043
120
$204K 0.04%
+2,794
121
$202K 0.04%
1,849
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122
$202K 0.04%
3,626
+28
123
$193K 0.03%
17,946
124
$156K 0.03%
31,494
125
$49.9K 0.01%
16,675
2 3 4
5
6