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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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