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MCM

MV Capital Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
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
+$27.4M
2
+$23.7M
3
+$11.1M
4
DVY icon
iShares Select Dividend ETF
DVY
+$9.09M
5
ECL icon
Ecolab
ECL
+$7.07M

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%
+190
502
$2K ﹤0.01%
+22
503
$2K ﹤0.01%
+63
504
$2K ﹤0.01%
+58
505
$2K ﹤0.01%
+27
506
$2K ﹤0.01%
+20
507
$2K ﹤0.01%
+63
508
$2K ﹤0.01%
+33
509
$2K ﹤0.01%
+1
510
$2K ﹤0.01%
+130
511
$1K ﹤0.01%
+30
512
$1K ﹤0.01%
+16
513
$1K ﹤0.01%
+20
514
$1K ﹤0.01%
+14
515
$1K ﹤0.01%
+17
516
$1K ﹤0.01%
+16
517
$1K ﹤0.01%
+8
518
$1K ﹤0.01%
+44
519
$1K ﹤0.01%
+60
520
$1K ﹤0.01%
+23
521
$1K ﹤0.01%
+5
522
$1K ﹤0.01%
+1
523
$1K ﹤0.01%
+50
524
$1K ﹤0.01%
+21
525
$1K ﹤0.01%
+15
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