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
101
$321K 0.1%
+6,305
102
$315K 0.1%
+3,200
103
$298K 0.1%
+10,369
104
$283K 0.09%
+592
105
$279K 0.09%
+5,087
106
$267K 0.09%
+4,323
107
$264K 0.09%
+1,018
108
$236K 0.08%
+797
109
$228K 0.07%
+4,332
1 2 3 4
5