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
$367M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.62%
2 Materials 1.78%
3 Healthcare 1.31%
4 Technology 1.16%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$5K ﹤0.01%
424
302
$5K ﹤0.01%
314
303
$5K ﹤0.01%
102
304
$5K ﹤0.01%
100
305
$5K ﹤0.01%
80
306
$5K ﹤0.01%
108
307
$5K ﹤0.01%
66
-15
308
$5K ﹤0.01%
42
309
$5K ﹤0.01%
366
+139
310
$5K ﹤0.01%
81
311
$5K ﹤0.01%
+45
312
$4K ﹤0.01%
+118
313
$4K ﹤0.01%
35
+11
314
$4K ﹤0.01%
18
315
$4K ﹤0.01%
50
316
$4K ﹤0.01%
80
317
$4K ﹤0.01%
196
318
$4K ﹤0.01%
+34
319
$4K ﹤0.01%
+499
320
$4K ﹤0.01%
+47
321
$4K ﹤0.01%
140
322
$4K ﹤0.01%
+99
323
$4K ﹤0.01%
139
324
$4K ﹤0.01%
68
325
$4K ﹤0.01%
+49