MVM

McClain Value Management Portfolio holdings

AUM $50.9M
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
-16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
-$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$876K
3 +$803K
4
UTI icon
Universal Technical Institute
UTI
+$12.8K

Top Sells

1 +$3M
2 +$2.79M
3 +$2.71M
4
HAIN icon
Hain Celestial
HAIN
+$1.51M
5
ENTA icon
Enanta Pharmaceuticals
ENTA
+$1.27M

Sector Composition

1 Industrials 23.63%
2 Financials 22.86%
3 Technology 17%
4 Healthcare 11.64%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-51,112
27
-54,025