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

Top Sells

1
+$21.2M
2
+$918K
3
+$761K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$612K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$528K

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
426
$17.6K ﹤0.01%
86
-1
427
$17.5K ﹤0.01%
241
+31
428
$17.2K ﹤0.01%
109
+83
429
$17.1K ﹤0.01%
100
430
$17K ﹤0.01%
265
+14
431
$16.9K ﹤0.01%
1,520
432
$16.8K ﹤0.01%
233
+25
433
$16.6K ﹤0.01%
159
+10
434
$16.5K ﹤0.01%
+200
435
$16.4K ﹤0.01%
107
-22
436
$16.3K ﹤0.01%
85
+8
437
$16.2K ﹤0.01%
140
+12
438
$16.1K ﹤0.01%
417
+62
439
$16K ﹤0.01%
45
-10
440
$15.8K ﹤0.01%
183
+27
441
$15.8K ﹤0.01%
808
442
$15.7K ﹤0.01%
77
-103
443
$15.7K ﹤0.01%
143
-38
444
$15.6K ﹤0.01%
493
+56
445
$15.6K ﹤0.01%
578
+222
446
$15.2K ﹤0.01%
94
-3
447
$14.9K ﹤0.01%
1,000
448
$14.9K ﹤0.01%
68
+11
449
$14.9K ﹤0.01%
38
450
$14.9K ﹤0.01%
412
+101
16 17
18
19 20