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
451
$17.2K ﹤0.01%
53
+18
452
$17.1K ﹤0.01%
166
+4
453
$17.1K ﹤0.01%
285
-35
454
$17K ﹤0.01%
326
-130
455
$17K ﹤0.01%
75
+3
456
$16.8K ﹤0.01%
103
+1
457
$16.8K ﹤0.01%
160
-4
458
$16.6K ﹤0.01%
92
+1
459
$16.5K ﹤0.01%
321
-59
460
$16.5K ﹤0.01%
123
+7
461
$16.4K ﹤0.01%
68
+2
462
$16.4K ﹤0.01%
382
+17
463
$16.1K ﹤0.01%
270
-35
464
$16.1K ﹤0.01%
248
+19
465
$15.9K ﹤0.01%
114
+1
466
$15.8K ﹤0.01%
144
+1
467
$15.7K ﹤0.01%
104
-6
468
$15.6K ﹤0.01%
70
+1
469
$15.5K ﹤0.01%
170
-4
470
$15.4K ﹤0.01%
154
+2
471
$15.3K ﹤0.01%
139
+3
472
$15.2K ﹤0.01%
56
+28
473
$15K ﹤0.01%
118
-90
474
$14.8K ﹤0.01%
199
+2
475
$14.8K ﹤0.01%
313
-3
17 18
19
20 21