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
$790M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Sells

1 +$25.7M
2 +$4.61M
3 +$1.48M
4
CFG icon
Citizens Financial Group
CFG
+$1.27M
5
MDT icon
Medtronic
MDT
+$967K

Sector Composition

1 Healthcare 11.05%
2 Technology 7.22%
3 Financials 3.62%
4 Consumer Discretionary 2.27%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$17.6K ﹤0.01%
36
+5
452
$17.4K ﹤0.01%
439
+58
453
$17.2K ﹤0.01%
465
+92
454
$16.7K ﹤0.01%
808
455
$16.7K ﹤0.01%
122
+29
456
$16.6K ﹤0.01%
129
+5
457
$16.4K ﹤0.01%
538
+277
458
$16.2K ﹤0.01%
220
+5
459
$16.2K ﹤0.01%
300
460
$16.2K ﹤0.01%
300
461
$15.9K ﹤0.01%
274
+33
462
$15.9K ﹤0.01%
116
463
$15.8K ﹤0.01%
817
+480
464
$15.8K ﹤0.01%
98
+1
465
$15.7K ﹤0.01%
19
466
$15.7K ﹤0.01%
115
+30
467
$15.5K ﹤0.01%
6
+1
468
$15.4K ﹤0.01%
71
+15
469
$15.3K ﹤0.01%
+30
470
$15.2K ﹤0.01%
161
+6
471
$15.2K ﹤0.01%
309
+14
472
$15K ﹤0.01%
342
+19
473
$14.5K ﹤0.01%
179
+88
474
$14.5K ﹤0.01%
58
+11
475
$14.4K ﹤0.01%
103
+16