Morton Capital Management Llc/Ca Portfolio Holdings

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$341 Million 0.06% of portfolio
14,128
Q3 2024 Reduced 2.78%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $531 Billion
  • Prior Value $508 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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