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
$220M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$24.2M
3
+$11.4M
4
DVY icon
iShares Select Dividend ETF
DVY
+$9.35M
5
ECL icon
Ecolab
ECL
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Materials 3.54%
2 Technology 1.67%
3 Financials 1.63%
4 Healthcare 1.45%
5 Energy 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
+52
502
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+73
503
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+190
504
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505
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506
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507
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+116
508
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+31
509
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510
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+63
511
$1K ﹤0.01%
+50
512
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513
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514
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515
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516
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517
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518
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519
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520
$1K ﹤0.01%
+60
521
$1K ﹤0.01%
+23
522
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+19
523
$1K ﹤0.01%
+28
524
$1K ﹤0.01%
+17
525
$1K ﹤0.01%
+16
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