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
476
$14.7K ﹤0.01%
332
+26
477
$14.7K ﹤0.01%
128
+68
478
$14.6K ﹤0.01%
149
-8
479
$14.5K ﹤0.01%
134
-22
480
$14.3K ﹤0.01%
128
+52
481
$14.3K ﹤0.01%
1,356
-1,025
482
$14.3K ﹤0.01%
393
-109
483
$14.1K ﹤0.01%
1,182
-6
484
$14.1K ﹤0.01%
57
485
$14K ﹤0.01%
473
+150
486
$14K ﹤0.01%
240
-20
487
$14K ﹤0.01%
114
488
$14K ﹤0.01%
72
-19
489
$13.9K ﹤0.01%
115
-3
490
$13.9K ﹤0.01%
127
+67
491
$13.9K ﹤0.01%
103
+38
492
$13.9K ﹤0.01%
607
+106
493
$13.9K ﹤0.01%
262
494
$13.7K ﹤0.01%
60
-1
495
$13.6K ﹤0.01%
209
+21
496
$13.6K ﹤0.01%
7
+5
497
$13.4K ﹤0.01%
55
+42
498
$13.2K ﹤0.01%
210
-389
499
$12.7K ﹤0.01%
342
+2
500
$12.7K ﹤0.01%
619
-148
18 19
20
21 22