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
51
$2.83M 0.92%
+33,575
52
$2.82M 0.92%
+41,690
53
$2.79M 0.91%
+31,740
54
$2.79M 0.91%
+25,332
55
$2.77M 0.9%
+3,409
56
$2.77M 0.9%
+34,052
57
$2.76M 0.9%
+53,741
58
$2.75M 0.9%
+163,814
59
$2.73M 0.89%
+63,129
60
$2.71M 0.89%
+34,375
61
$2.7M 0.88%
+18,083
62
$2.69M 0.88%
+51,539
63
$2.67M 0.87%
+18,236
64
$2.67M 0.87%
+22,065
65
$2.66M 0.87%
+18,711
66
$2.66M 0.87%
+24,095
67
$2.64M 0.86%
+18,855
68
$2.63M 0.86%
+15,408
69
$2.63M 0.86%
+26,258
70
$2.6M 0.85%
+44,172
71
$2.58M 0.84%
+68,441
72
$2.58M 0.84%
+71,857
73
$2.57M 0.84%
+35,135
74
$2.56M 0.84%
+31,060
75
$2.56M 0.84%
+10,582
1 2
3
4 5