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
$942M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$2.53M
3
+$2.3M
4
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$1.67M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.43M

Top Sells

1
+$5.01M
2
+$2.63M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.56M
5
AON icon
Aon
AON
+$1.3M

Sector Composition

1 Healthcare 11.2%
2 Technology 8.17%
3 Financials 4.34%
4 Consumer Staples 2.09%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$106K 0.01%
320
+23
227
$106K 0.01%
4,511
-2,775
228
$104K 0.01%
188
229
$102K 0.01%
1,082
+25
230
$102K 0.01%
174
231
$102K 0.01%
775
+13
232
$100K 0.01%
1,539
+82
233
$99.9K 0.01%
448
+35
234
$99.9K 0.01%
961
-36
235
$99.7K 0.01%
1,259
-1
236
$99.3K 0.01%
2,615
+8
237
$99K 0.01%
390
+1
238
$98.2K 0.01%
190
239
$96.1K 0.01%
649
+126
240
$95.2K 0.01%
391
-30
241
$94.3K 0.01%
2,731
-30
242
$94.3K 0.01%
1,455
-104
243
$93.4K 0.01%
966
+127
244
$91.5K 0.01%
87
+1
245
$89.3K 0.01%
1,068
+237
246
$89.3K 0.01%
192
247
$86.5K 0.01%
2,000
248
$86.4K 0.01%
684
+164
249
$85.9K 0.01%
612
-285
250
$84.6K 0.01%
1,149
-47
8 9
10
11 12