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
$378M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.39%
2 Materials 1.83%
3 Technology 1.32%
4 Healthcare 1.28%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$5K ﹤0.01%
46
+11
302
$5K ﹤0.01%
18
303
$5K ﹤0.01%
50
304
$5K ﹤0.01%
80
305
$5K ﹤0.01%
45
306
$5K ﹤0.01%
99
307
$5K ﹤0.01%
+216
308
$5K ﹤0.01%
49
309
$5K ﹤0.01%
102
310
$5K ﹤0.01%
81
311
$5K ﹤0.01%
350
312
$5K ﹤0.01%
314
313
$5K ﹤0.01%
+184
314
$5K ﹤0.01%
108
315
$5K ﹤0.01%
+177
316
$5K ﹤0.01%
42
317
$5K ﹤0.01%
238
318
$5K ﹤0.01%
59
319
$4K ﹤0.01%
196
320
$4K ﹤0.01%
34
321
$4K ﹤0.01%
47
322
$4K ﹤0.01%
140
323
$4K ﹤0.01%
17
-22
324
$4K ﹤0.01%
68
325
$4K ﹤0.01%
+19