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
351
$27.6K ﹤0.01%
317
+21
352
$27.6K ﹤0.01%
563
+69
353
$27.5K ﹤0.01%
509
+356
354
$27.3K ﹤0.01%
546
+145
355
$26.9K ﹤0.01%
89
+27
356
$26.8K ﹤0.01%
342
357
$26.5K ﹤0.01%
53
+10
358
$26.4K ﹤0.01%
595
+9
359
$26.4K ﹤0.01%
80
+59
360
$26.4K ﹤0.01%
658
-241
361
$25.9K ﹤0.01%
933
+33
362
$25.7K ﹤0.01%
351
+34
363
$25.6K ﹤0.01%
230
364
$25K ﹤0.01%
410
+203
365
$24.9K ﹤0.01%
123
+7
366
$24.9K ﹤0.01%
146
+12
367
$24.8K ﹤0.01%
81
+21
368
$24.7K ﹤0.01%
569
-4
369
$24.6K ﹤0.01%
613
+514
370
$24.5K ﹤0.01%
249
+33
371
$24.4K ﹤0.01%
184
+102
372
$24.2K ﹤0.01%
300
+205
373
$24.2K ﹤0.01%
202
+139
374
$23.9K ﹤0.01%
143
+9
375
$23.9K ﹤0.01%
9
+1