MORTON CAPITAL MANAGEMENT LLC/CA
MORTON CAPITAL MANAGEMENT LLC/CA runs MORTON CAPITAL MANAGEMENT LLC/CA and currently holds 138 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $672.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MORTON CAPITAL MANAGEMENT LLC/CA ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MORTON CAPITAL MANAGEMENT LLC/CA's portfolio at MORTON CAPITAL MANAGEMENT LLC/CA has delivered returns of +22.71%. Their 3-year annualized return is +59.39%. Looking at the 5-year horizon, MORTON CAPITAL MANAGEMENT LLC/CA has achieved +51.61% annualized returns at MORTON CAPITAL MANAGEMENT LLC/CA.
Portfolio Value
$672.23M
Alpha Score
43.2
#0 of 1000
Holdings
138
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|