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MCM

MV Capital Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$23.7M
3
+$11.1M
4
DVY icon
iShares Select Dividend ETF
DVY
+$9.09M
5
ECL icon
Ecolab
ECL
+$7.07M

Top Sells

No sells this quarter

Sector Composition

1 Materials 3.54%
2 Technology 1.67%
3 Financials 1.63%
4 Healthcare 1.45%
5 Energy 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K 0.01%
+635
277
$11K 0.01%
+1,560
278
$11K 0.01%
+340
279
$11K 0.01%
+211
280
$11K 0.01%
+119
281
$11K 0.01%
+199
282
$11K 0.01%
+498
283
$11K 0.01%
+141
284
$11K 0.01%
+386
285
$11K 0.01%
+143
286
$10K ﹤0.01%
+74
287
$10K ﹤0.01%
+416
288
$10K ﹤0.01%
+157
289
$10K ﹤0.01%
+492
290
$10K ﹤0.01%
+344
291
$10K ﹤0.01%
+202
292
$10K ﹤0.01%
+440
293
$10K ﹤0.01%
+242
294
$10K ﹤0.01%
+310
295
$10K ﹤0.01%
+162
296
$9K ﹤0.01%
+107
297
$9K ﹤0.01%
+242
298
$9K ﹤0.01%
+159
299
$9K ﹤0.01%
+155
300
$9K ﹤0.01%
+98
10 11
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