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
276
$65.6K 0.01%
457
-24
277
$65.6K 0.01%
282
+7
278
$65.1K 0.01%
1,243
-12
279
$64K 0.01%
717
-3
280
$63.9K 0.01%
410
+36
281
$63.6K 0.01%
296
-1
282
$63.3K 0.01%
825
+75
283
$62.7K 0.01%
804
+94
284
$62.6K 0.01%
1,758
285
$61.9K 0.01%
349
+29
286
$61.8K 0.01%
152
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287
$60.5K 0.01%
433
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288
$60K 0.01%
200
+7
289
$58.8K 0.01%
93
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290
$58K 0.01%
129
+15
291
$57.5K 0.01%
1,132
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292
$56.4K 0.01%
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+1,056
293
$56K 0.01%
412
-150
294
$55.7K 0.01%
535
-20
295
$54.9K 0.01%
221
+9
296
$54.5K 0.01%
198
+4
297
$53.5K 0.01%
326
-19
298
$53.5K 0.01%
219
+1
299
$53.1K 0.01%
780
-2
300
$52.9K 0.01%
175
+15
10 11
12
13 14