MCM

MV Capital Management Portfolio holdings

AUM $972M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.63M
3
+$6.32M
4
ABT icon
Abbott
ABT
+$3.97M
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.81M

Top Sells

1
+$21.2M
2
+$918K
3
+$761K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$612K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$528K

Sector Composition

1 Healthcare 12.04%
2 Technology 5.68%
3 Financials 3.59%
4 Consumer Discretionary 2.33%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81.5K 0.01%
1,640
+1,584
227
$80.3K 0.01%
1,386
228
$75.6K 0.01%
385
-2
229
$75.5K 0.01%
375
-17
230
$74K 0.01%
+743
231
$73.8K 0.01%
728
-59
232
$72.9K 0.01%
1,251
+1,220
233
$72.4K 0.01%
+13
234
$72K 0.01%
2,062
+1,559
235
$71.3K 0.01%
631
+127
236
$70.4K 0.01%
533
+29
237
$69.8K 0.01%
524
+1
238
$69K 0.01%
553
+102
239
$68.6K 0.01%
188
240
$68.4K 0.01%
981
+170
241
$68.3K 0.01%
517
+10
242
$68.2K 0.01%
908
+64
243
$66.8K 0.01%
687
+230
244
$66.7K 0.01%
225
245
$66.3K 0.01%
1,311
+958
246
$66K 0.01%
585
+26
247
$65.8K 0.01%
6,451
248
$65.8K 0.01%
454
+11
249
$64.1K 0.01%
138
+50
250
$64.1K 0.01%
185
+8
8 9
10
11 12