Menachem Striks

@Morton Capital Management Llc Ca

Latest period2024 - Q4

Reported3d ago

Managed Assets$530.634M

Total holdings111

Assets growth rate4.45%

Assets growth rate (2-Q avg)12.54%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Morton Capital Management Llc Ca's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 111 positions.

Assets under management

The assets under management (AUM) of Morton Capital Management Llc Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 530.634M in assets, with a quarterly growth rate of 4.45% and a 2-quarter average growth rate of 12.54%. The portfolio is managed by Menachem Striks, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SKXSkechers U S A Inc Recent Activity New Position	0.44%	$2.305M 34,275 shares@ $67.24 avg price	New Position
GNRSpdr Index Shs Fds Recent Activity New Position	0.09%	$446,248 8,968 shares@ $49.77 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	0.05%	$262,940 295 shares@ $891.33 avg price	New Position
SLVIshares Silver Tr Recent Activity New Position	0.05%	$235,496 8,944 shares@ $26.34 avg price	New Position
RSReliance Inc Recent Activity New Position	0.05%	$232,910 865 shares@ $269.27 avg price	New Position