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
$220M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$24.2M
3
+$11.4M
4
DVY icon
iShares Select Dividend ETF
DVY
+$9.35M
5
ECL icon
Ecolab
ECL
+$6.75M

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
301
$9K ﹤0.01%
+452
302
$9K ﹤0.01%
+211
303
$9K ﹤0.01%
+107
304
$9K ﹤0.01%
+1,213
305
$9K ﹤0.01%
+475
306
$8K ﹤0.01%
+57
307
$8K ﹤0.01%
+104
308
$8K ﹤0.01%
+210
309
$8K ﹤0.01%
+130
310
$8K ﹤0.01%
+118
311
$8K ﹤0.01%
+94
312
– –
0
313
$8K ﹤0.01%
+100
314
$8K ﹤0.01%
+529
315
$8K ﹤0.01%
+142
316
$8K ﹤0.01%
+100
317
$8K ﹤0.01%
+101
318
$8K ﹤0.01%
+109
319
$7K ﹤0.01%
+107
320
$7K ﹤0.01%
+307
321
$7K ﹤0.01%
+149
322
$7K ﹤0.01%
+100
323
$7K ﹤0.01%
+399
324
$7K ﹤0.01%
+89
325
$7K ﹤0.01%
+6
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