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
351
$35.1K ﹤0.01%
300
-150
352
$34.5K ﹤0.01%
68
+13
353
$34.2K ﹤0.01%
1,466
+24
354
$34.1K ﹤0.01%
288
+166
355
$34.1K ﹤0.01%
129
356
$33.9K ﹤0.01%
911
+507
357
$33.8K ﹤0.01%
170
+7
358
$33.5K ﹤0.01%
799
-24
359
$33.2K ﹤0.01%
205
+3
360
$33K ﹤0.01%
22
361
$32.9K ﹤0.01%
264
+2
362
$32.8K ﹤0.01%
87
+2
363
$32.4K ﹤0.01%
1,418
364
$32.4K ﹤0.01%
136
-326
365
$32.1K ﹤0.01%
55
+1
366
$31.9K ﹤0.01%
71
+70
367
$31.7K ﹤0.01%
87
+2
368
$31.4K ﹤0.01%
299
-2
369
$31.1K ﹤0.01%
637
+8
370
$31K ﹤0.01%
445
-14
371
$30.6K ﹤0.01%
228
+18
372
$30.4K ﹤0.01%
674
+119
373
$30K ﹤0.01%
21
-4
374
$29.8K ﹤0.01%
59
-3
375
$29.7K ﹤0.01%
172
+64
13 14
15
16 17