MCM

MontVue Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.34%
2 Communication Services 1.21%
3 Energy 0.74%
4 Financials 0.61%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$952K 0.76%
2,131
+794
27
$844K 0.67%
1,578
+402
28
$836K 0.67%
9,169
-142
29
$737K 0.59%
3,500
+2,112
30
$723K 0.57%
8,182
-43
31
$706K 0.56%
15,706
-442
32
$698K 0.56%
5,417
+33
33
$675K 0.54%
5,288
+811
34
$663K 0.53%
9,726
-128
35
$546K 0.43%
+1,499
36
$526K 0.42%
13,688
+207
37
$447K 0.36%
6,148
-91
38
$446K 0.35%
3,734
39
$435K 0.35%
13,572
+1,958
40
$431K 0.34%
5,146
+966
41
$384K 0.31%
+2,110
42
$380K 0.3%
1,571
-55
43
$369K 0.29%
907
+49
44
$341K 0.27%
8,276
+1,356
45
$328K 0.26%
+1,790
46
$314K 0.25%
2,792
47
$314K 0.25%
2,125
+241
48
$305K 0.24%
1,581
+321
49
$298K 0.24%
2,089
+479
50
$261K 0.21%
+1,352