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
76
$2.53M 0.83%
+41,641
77
$2.48M 0.81%
+36,180
78
$2.45M 0.8%
+65,227
79
$2.39M 0.78%
+66,469
80
$2.35M 0.77%
+26,209
81
$2.34M 0.77%
+45,635
82
$2.29M 0.75%
+18,879
83
$2.25M 0.74%
+34,522
84
$2.23M 0.73%
+22,712
85
$2.02M 0.66%
+11,749
86
$2M 0.65%
+22,107
87
$1.85M 0.61%
+39,443
88
$1.72M 0.56%
+84,760
89
$1.72M 0.56%
+23,607
90
$1.66M 0.54%
+19,759
91
$1.13M 0.37%
+9,627
92
$919K 0.3%
+2,576
93
$722K 0.24%
+10,030
94
$717K 0.23%
+5,261
95
$630K 0.21%
+1,080
96
$533K 0.17%
+5,551
97
$488K 0.16%
+10,180
98
$472K 0.15%
+3,266
99
$471K 0.15%
+2,444
100
$453K 0.15%
+954
1 2 3
4
5