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
$463M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.25%
2 Technology 2.07%
3 Materials 2.06%
4 Healthcare 1.35%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K ﹤0.01%
329
252
$9K ﹤0.01%
402
+285
253
$9K ﹤0.01%
50
254
$9K ﹤0.01%
+712
255
$9K ﹤0.01%
98
256
$9K ﹤0.01%
349
257
$9K ﹤0.01%
146
258
$9K ﹤0.01%
70
259
$8K ﹤0.01%
100
260
$8K ﹤0.01%
117
261
$8K ﹤0.01%
224
+110
262
$8K ﹤0.01%
226
+65
263
$7K ﹤0.01%
225
264
$7K ﹤0.01%
165
+66
265
$7K ﹤0.01%
148
266
$7K ﹤0.01%
171
267
$7K ﹤0.01%
+172
268
$7K ﹤0.01%
111
+90
269
$7K ﹤0.01%
21
270
$6K ﹤0.01%
224
+69
271
$6K ﹤0.01%
5
272
$6K ﹤0.01%
204
-42
273
$6K ﹤0.01%
72
274
$6K ﹤0.01%
59
275
$6K ﹤0.01%
356
+127