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
$889M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 10.53%
2 Technology 8.23%
3 Financials 4.11%
4 Consumer Staples 1.99%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$16.8K ﹤0.01%
6,451
452
$16.8K ﹤0.01%
122
+8
453
$16.6K ﹤0.01%
80
+9
454
$16.5K ﹤0.01%
65
+2
455
$16.4K ﹤0.01%
903
-641
456
$16.3K ﹤0.01%
320
457
$16.3K ﹤0.01%
52
+2
458
$16.2K ﹤0.01%
767
+177
459
$16.2K ﹤0.01%
502
+235
460
$16.1K ﹤0.01%
808
461
$16.1K ﹤0.01%
72
+1
462
$16.1K ﹤0.01%
+216
463
$16.1K ﹤0.01%
1,512
+492
464
$16K ﹤0.01%
110
+10
465
$15.6K ﹤0.01%
113
-79
466
$15.6K ﹤0.01%
484
-27
467
$15.3K ﹤0.01%
1,131
468
$14.9K ﹤0.01%
102
+1
469
$14.8K ﹤0.01%
347
+33
470
$14.8K ﹤0.01%
216
-31
471
$14.8K ﹤0.01%
143
-500
472
$14.5K ﹤0.01%
1,188
-332
473
$14.5K ﹤0.01%
50
+1
474
$14.4K ﹤0.01%
184
+16
475
$14.3K ﹤0.01%
157
+9