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
376
$29.5K ﹤0.01%
199
-1
377
$29.4K ﹤0.01%
105
+80
378
$28.9K ﹤0.01%
150
379
$28.4K ﹤0.01%
188
-8
380
$28.3K ﹤0.01%
1,225
+322
381
$28.3K ﹤0.01%
352
+4
382
$28.1K ﹤0.01%
215
+151
383
$27.8K ﹤0.01%
775
-2,299
384
$27.8K ﹤0.01%
156
+32
385
$27.2K ﹤0.01%
113
-49
386
$27.1K ﹤0.01%
749
+54
387
$26.9K ﹤0.01%
400
388
$26.3K ﹤0.01%
149
389
$26K ﹤0.01%
316
-2
390
$26K ﹤0.01%
82
-19
391
$26K ﹤0.01%
25
+4
392
$25.9K ﹤0.01%
88
+3
393
$25.8K ﹤0.01%
392
-2
394
$25.6K ﹤0.01%
82
+1
395
$25.6K ﹤0.01%
229
396
$25.6K ﹤0.01%
716
+18
397
$25.4K ﹤0.01%
100
-5
398
$25.4K ﹤0.01%
199
-346
399
$25.4K ﹤0.01%
121
+16
400
$25.1K ﹤0.01%
108
+12
14 15
16
17 18