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
251
$82.9K 0.01%
306
+10
252
$81K 0.01%
594
-272
253
$80.1K 0.01%
356
+13
254
$78.8K 0.01%
470
-329
255
$77.8K 0.01%
1,867
256
$76.7K 0.01%
3,349
+75
257
$76.4K 0.01%
391
+10
258
$76.1K 0.01%
475
259
$75.6K 0.01%
319
+13
260
$75K 0.01%
193
+1
261
$74.7K 0.01%
994
-40
262
$74.5K 0.01%
1,468
-2,333
263
$74.4K 0.01%
147
-6
264
$74.2K 0.01%
150
+3
265
$71K 0.01%
80
+3
266
$70.5K 0.01%
679
+89
267
$70.4K 0.01%
438
+1
268
$69.6K 0.01%
1,552
+412
269
$68.6K 0.01%
578
+116
270
$68.5K 0.01%
818
+4
271
$68.2K 0.01%
376
+46
272
$67.7K 0.01%
2,825
-2,393
273
$67.3K 0.01%
121
+5
274
$65.9K 0.01%
453
275
$65.6K 0.01%
384
+68
9 10
11
12 13