Morton Capital Management Llc/Ca has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $531 Billion distributed in 112 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 $108B, Wisdomtree Floating Rate Treas with a value of $75.6B, Dimensional ETF Tr with a value of $50.7B, Tcw ETF Trust with a value of $48B, and Dimensional ETF Tr U S Core Eq with a value of $42.1B.
Examining the 13F form we can see an increase of $22.6B in the current position value, from $508B to 531B.
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
$531 Billion
ETFs: $345 Billion
Technology: $42.7 Billion
Consumer Cyclical: $9.54 Billion
Communication Services: $6.56 Billion
Financial Services: $6.36 Billion
Healthcare: $5.58 Billion
Energy: $5.03 Billion
Industrials: $3.36 Billion
Other: $3.44 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
