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
1
$108M 20.35%
4,267,174
-127,197
2
$75.6M 14.25%
1,502,290
+303,450
3
$50.7M 9.55%
2,038,129
-44,357
4
$48M 9.04%
1,239,732
+25,068
5
$42.1M 7.94%
1,218,070
+26,392
6
$30.6M 5.77%
1,481,936
-178,926
7
$19.7M 3.71%
432,039
+237,901
8
$17.5M 3.29%
41,438
-353
9
$16.2M 3.04%
64,498
-2,001
10
$10.3M 1.93%
207,348
+6,615
11
$7.93M 1.49%
42,818
+5,701
12
$6.26M 1.18%
154,597
-9,183
13
$4.96M 0.94%
25,351
+1
14
$4.82M 0.91%
263,108
+153,585
15
$4.05M 0.76%
18,474
-240
16
$3.67M 0.69%
57,186
+5,222
17
$2.77M 0.52%
11,574
+4
18
$2.77M 0.52%
81,798
+11,825
19
$2.74M 0.52%
20,430
-2,512
20
$2.63M 0.5%
4,491
+157
21
$2.3M 0.43%
+34,275
22
$2.29M 0.43%
12,120
+455
23
$2.27M 0.43%
4,435
+6
24
$2.26M 0.43%
4,203
+2,099
25
$1.95M 0.37%
10,217
-179
1
2 3 4 5