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
401
$25.1K ﹤0.01%
31
+10
402
$25.1K ﹤0.01%
942
+2
403
$24.8K ﹤0.01%
21,542
+9,000
404
$24.7K ﹤0.01%
284
+9
405
$24K ﹤0.01%
232
+4
406
$23.9K ﹤0.01%
438
-29
407
$23.7K ﹤0.01%
413
-13
408
$23.5K ﹤0.01%
1,274
+240
409
$23.5K ﹤0.01%
165
410
$23.5K ﹤0.01%
137
-1
411
$23.4K ﹤0.01%
87
+3
412
$23.1K ﹤0.01%
115
+2
413
$23K ﹤0.01%
145
+33
414
$22.9K ﹤0.01%
152
-18
415
$22.8K ﹤0.01%
289
+59
416
$22.8K ﹤0.01%
120
+8
417
$22.5K ﹤0.01%
318
+6
418
$22.4K ﹤0.01%
158
419
$22.4K ﹤0.01%
1,523
+36
420
$22.1K ﹤0.01%
7
+1
421
$21.9K ﹤0.01%
217
-10
422
$21.8K ﹤0.01%
73
+8
423
$21.5K ﹤0.01%
86
+3
424
$21.2K ﹤0.01%
274
+1
425
$20.9K ﹤0.01%
151
+36
15 16
17
18 19