Morton Capital Management Llc/Ca Portfolio Holdings

Morton Capital Management Llc/Ca

  • $508 Billion
  • Q3 2024

Morton Capital Management Llc/Ca has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $508 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Van Eck Merk Gold Trust with a value of $112B, Wisdomtree Floating Rate Treas with a value of $60.2B, Dimensional ETF Tr with a value of $56.2B, Tcw ETF Trust with a value of $48.4B, and Dimensional ETF Tr U S Core Eq with a value of $40.9B.

Examining the 13F form we can see an increase of $86.8B in the current position value, from $421B to 508B.

Morton Capital Management Llc/Ca is based out at Calabasas, CA

Below you can find more details about Morton Capital Management Llc/Ca portfolio as well as his latest detailed transactions.

Portfolio value $508 Billion
ETFs: $321 Billion
Technology: $43 Billion
Healthcare: $6.86 Billion
Consumer Cyclical: $6.05 Billion
Financial Services: $5.73 Billion
Communication Services: $5.56 Billion
Energy: $4.63 Billion
Industrials: $3.4 Billion
Other: $3.37 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$18 Billion 3.54% of portfolio
41,791
Q3 2024 Added 2.14%
$3.62T
$15.5 Billion 3.05% of portfolio
66,499
Q3 2024 Added 4.26%
$2.06T
$3.49 Billion 0.69% of portfolio
18,714
Q3 2024 Added 14.53%
$354B
$2.79 Billion 0.55% of portfolio
22,942
Q3 2024 Added 36.23%
$720B
$2.44 Billion 0.48% of portfolio
11,570
Q3 2024 Added 20.43%
$1.03T
$1.93 Billion 0.38% of portfolio
11,665
Q3 2024 Added 13.42%
$292B
$1.81 Billion 0.36% of portfolio
9,187
Q3 2024 Added 4.05%
$1.06T
$1.74 Billion 0.34% of portfolio
10,396
Q3 2024 Added 10.07%
$495B
$1.65 Billion 0.32% of portfolio
9,670
Q3 2024 Added 17.63%
$236B
$1.61 Billion 0.32% of portfolio
30,251
Q3 2024 Reduced 12.07%
$418B
$1.4 Billion 0.28% of portfolio
3,458
Q3 2024 Added 7.59%
$402B
$1.41 Billion 0.28% of portfolio
8,113
Q3 2024 Added 19.64%
$1.25T
$1.34 Billion 0.26% of portfolio
2,347
Q3 2024 Added 24.97%
$497B
$1.26 Billion 0.25% of portfolio
10,722
Q3 2024 Added 17.21%
$401B
$1.15 Billion 0.23% of portfolio
1,300
Q3 2024 Added 10.26%
$506B
$1.01 Billion 0.2% of portfolio
3,665
Q3 2024 Added 17.36%
$244B
$837 Million 0.16% of portfolio
7,367
Q3 2024 Added 8.51%
$709B
$638 Million 0.13% of portfolio
720
Q3 2024 Added 72.25%
$1.01T
$570 Million 0.11% of portfolio
2,178
Q3 2024 Added 71.9%
$210B
$547 Million 0.11% of portfolio
5,688
Q3 2024 Added 4.42%
$375B
$492 Million 0.1% of portfolio
12,397
Q3 2024 Added 23.51%
$316B
$523 Million 0.1% of portfolio
3,550
Q3 2024 Added 6.03%
$498B
$383 Million 0.08% of portfolio
776
Q3 2024 Added 34.02%
$203B
$256 Million 0.05% of portfolio
2,245
Q3 2024 Added 13.61%
$203B
$250 Million 0.05% of portfolio
640
Q3 2024 New
$203B
$237 Million 0.05% of portfolio
480
Q3 2024 New
$554B
$215 Million 0.04% of portfolio
368
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $508 Billion
  • Prior Value $421 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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