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
301
$50.9K 0.01%
557
+341
302
$50.8K 0.01%
413
+36
303
$50.5K 0.01%
700
304
$50.2K 0.01%
1,098
+286
305
$50K 0.01%
2,263
+99
306
$49.1K 0.01%
1,339
-11
307
$48.5K 0.01%
238
308
$47.9K 0.01%
101
309
$47.7K 0.01%
185
-14
310
$47.5K 0.01%
762
-1,252
311
$46.8K 0.01%
244
-5
312
$46.3K ﹤0.01%
143
+3
313
$45.6K ﹤0.01%
736
+12
314
$45.3K ﹤0.01%
154
+8
315
$45.1K ﹤0.01%
780
+8
316
$44.2K ﹤0.01%
471
+16
317
$44.1K ﹤0.01%
967
+160
318
$44K ﹤0.01%
694
+157
319
$43.7K ﹤0.01%
229
+3
320
$43.1K ﹤0.01%
750
321
$42.7K ﹤0.01%
1,052
+9
322
$42.3K ﹤0.01%
548
+4
323
$42K ﹤0.01%
204
+28
324
$42K ﹤0.01%
78
+11
325
$41.2K ﹤0.01%
402
+59
11 12
13
14 15