Morton Capital Management LLC/CA has disclosed 111 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $508.00 Mil. The turnover rate is 14%.
In Morton Capital Management LLC/CA's current portfolio as of 2024-09-30, the top 5 holdings are
VanEck Merk Gold ETF (OUNZ), WisdomTree Floating Rate Treasury Fund (USFR), Dimensional World ex U.S. Core Equity 2 ETF (DFAX), Engine No. 1 ETF Trust TCW Flexible Income (FLXR), Dimensional U.S. Core Equity 2 ETF (DFAC), not including call and put options.
Morton Capital Management LLC/CA did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Morton Capital Management LLC/CA, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Morton Capital Management LLC/CA, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Morton Capital Management LLC/CA.