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
$339M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.57%
2 Healthcare 1.45%
3 Technology 1.4%
4 Materials 1.2%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10K ﹤0.01%
236
+23
252
$10K ﹤0.01%
800
253
$9K ﹤0.01%
142
254
$9K ﹤0.01%
124
255
$9K ﹤0.01%
57
256
$9K ﹤0.01%
238
257
$9K ﹤0.01%
170
258
$9K ﹤0.01%
224
259
$9K ﹤0.01%
727
260
$9K ﹤0.01%
66
261
$9K ﹤0.01%
+170
262
$8K ﹤0.01%
500
-500
263
$8K ﹤0.01%
+340
264
$8K ﹤0.01%
138
+40
265
$8K ﹤0.01%
50
266
$8K ﹤0.01%
163
267
$8K ﹤0.01%
70
268
$8K ﹤0.01%
628
269
$8K ﹤0.01%
116
+19
270
$8K ﹤0.01%
42
271
$7K ﹤0.01%
100
272
$7K ﹤0.01%
159
273
$7K ﹤0.01%
59
274
$7K ﹤0.01%
98
275
$7K ﹤0.01%
195