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
$712M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$7.63M
3 +$6.32M
4
ABT icon
Abbott
ABT
+$3.97M
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.81M

Sector Composition

1 Healthcare 12.04%
2 Technology 5.68%
3 Financials 3.59%
4 Consumer Discretionary 2.33%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$33.1K ﹤0.01%
387
+92
327
$33K ﹤0.01%
520
328
$32.4K ﹤0.01%
97
+6
329
$32.2K ﹤0.01%
237
330
$31.9K ﹤0.01%
141
+27
331
$31.7K ﹤0.01%
128
+15
332
$31.4K ﹤0.01%
700
333
$31.2K ﹤0.01%
115
334
$31.2K ﹤0.01%
296
+185
335
$30.9K ﹤0.01%
750
336
$30.6K ﹤0.01%
273
+119
337
$30.3K ﹤0.01%
700
338
$30.2K ﹤0.01%
460
+99
339
$30K ﹤0.01%
236
-186
340
$29.9K ﹤0.01%
94
+1
341
$29.8K ﹤0.01%
87
+10
342
$29.4K ﹤0.01%
136
343
$29.2K ﹤0.01%
102
+7
344
$29.1K ﹤0.01%
307
+35
345
$29.1K ﹤0.01%
431
+86
346
$29K ﹤0.01%
416
+328
347
$28.8K ﹤0.01%
300
+165
348
$28.3K ﹤0.01%
134
+19
349
$28.2K ﹤0.01%
354
+1
350
$28.1K ﹤0.01%
400