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
326
$41.1K ﹤0.01%
243
-1
327
$41K ﹤0.01%
822
+24
328
$40.9K ﹤0.01%
509
-3
329
$40.6K ﹤0.01%
667
330
$40.5K ﹤0.01%
371
-8
331
$40.3K ﹤0.01%
840
332
$39.3K ﹤0.01%
735
+76
333
$38.7K ﹤0.01%
392
-10
334
$38.5K ﹤0.01%
137
335
$37.5K ﹤0.01%
584
+7
336
$37.4K ﹤0.01%
291
-3
337
$37.2K ﹤0.01%
646
+131
338
$37.2K ﹤0.01%
214
+46
339
$37K ﹤0.01%
253
+33
340
$36.9K ﹤0.01%
475
-1
341
$36.5K ﹤0.01%
244
+23
342
$36.5K ﹤0.01%
334
-21
343
$36.4K ﹤0.01%
424
-13
344
$36.4K ﹤0.01%
136
345
$36.2K ﹤0.01%
2,160
+34
346
$36.1K ﹤0.01%
962
+228
347
$36.1K ﹤0.01%
39
+8
348
$35.7K ﹤0.01%
155
+1
349
$35.7K ﹤0.01%
607
+140
350
$35.5K ﹤0.01%
623
+21
12 13
14
15 16