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
426
$20.9K ﹤0.01%
405
-55
427
$20.7K ﹤0.01%
283
+1
428
$20.5K ﹤0.01%
113
-1
429
$20.2K ﹤0.01%
44
-3
430
$20.1K ﹤0.01%
332
-5
431
$19.4K ﹤0.01%
135
+2
432
$19.3K ﹤0.01%
961
-69
433
$19.1K ﹤0.01%
141
-4
434
$18.8K ﹤0.01%
158
-1
435
$18.7K ﹤0.01%
808
436
$18.6K ﹤0.01%
121
+6
437
$18.4K ﹤0.01%
191
+7
438
$18.2K ﹤0.01%
516
+109
439
$18.1K ﹤0.01%
63
+11
440
$18.1K ﹤0.01%
6,451
441
$18K ﹤0.01%
80
442
$17.9K ﹤0.01%
94
-10
443
$17.8K ﹤0.01%
270
-98
444
$17.8K ﹤0.01%
507
+23
445
$17.8K ﹤0.01%
207
-8
446
$17.8K ﹤0.01%
300
447
$17.7K ﹤0.01%
1,526
+14
448
$17.6K ﹤0.01%
49
-1
449
$17.4K ﹤0.01%
600
-52
450
$17.2K ﹤0.01%
366
+19
16 17
18
19 20