MCB

Morton Community Bank Portfolio holdings

AUM $432M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.9M
3
+$5.45M
4
AVGO icon
Broadcom
AVGO
+$5.45M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.43M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.27%
2 Utilities 11.96%
3 Healthcare 11.12%
4 Technology 10.33%
5 Consumer Staples 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 1.11%
+11,348
27
$3.3M 1.08%
+7,276
28
$3.22M 1.05%
+29,564
29
$3.21M 1.05%
+30,423
30
$3.18M 1.04%
+36,771
31
$3.16M 1.03%
+15,063
32
$3.14M 1.02%
+16,547
33
$3.04M 0.99%
+17,871
34
$3.01M 0.99%
+68,739
35
$3.01M 0.98%
+86,483
36
$2.98M 0.97%
+6,764
37
$2.97M 0.97%
+41,053
38
$2.96M 0.97%
+43,065
39
$2.95M 0.96%
+30,410
40
$2.94M 0.96%
+150,920
41
$2.92M 0.95%
+57,714
42
$2.92M 0.95%
+47,136
43
$2.91M 0.95%
+10,092
44
$2.89M 0.94%
+41,185
45
$2.88M 0.94%
+22,421
46
$2.87M 0.94%
+78,399
47
$2.84M 0.93%
+20,517
48
$2.83M 0.93%
+18,286
49
$2.83M 0.92%
+55,970
50
$2.83M 0.92%
+30,047
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