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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$43.5M
3
+$17.5M
4
MSFT icon
Microsoft
MSFT
+$13.8M
5
AAPL icon
Apple
AAPL
+$11.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.96%
2 Healthcare 2.34%
3 Consumer Discretionary 2.19%
4 Financials 2%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.6M 33.44%
+4,647,771
2
$43.5M 17.58%
+1,664,211
3
$17.5M 7.09%
+605,226
4
$13.8M 5.57%
+40,901
5
$11.5M 4.64%
+64,647
6
$10.7M 4.34%
+308,040
7
$6.35M 2.57%
+198,224
8
$4.43M 1.79%
+25,797
9
$2.7M 1.09%
+42,590
10
$2.56M 1.03%
+15,340
11
$1.9M 0.77%
+6,220
12
$1.83M 0.74%
+3,860
13
$1.57M 0.63%
+5,931
14
$1.5M 0.61%
+9,477
15
$1.48M 0.6%
+10,220
16
$1.42M 0.57%
+3,896
17
$1.36M 0.55%
+9,360
18
$1.35M 0.55%
+6,020
19
$1.31M 0.53%
+7,633
20
$1.29M 0.52%
+3,110
21
$1.18M 0.48%
+8,736
22
$1.16M 0.47%
+5,548
23
$1.07M 0.43%
+29,630
24
$1.06M 0.43%
+35,684
25
$1.01M 0.41%
+6,187
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