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
501
$12.5K ﹤0.01%
32
502
$12.5K ﹤0.01%
+193
503
$12.4K ﹤0.01%
36
-5
504
$12.4K ﹤0.01%
56
-2
505
$12.1K ﹤0.01%
117
506
$12K ﹤0.01%
101
+1
507
$11.8K ﹤0.01%
37
-3
508
$11.6K ﹤0.01%
+264
509
$11.5K ﹤0.01%
56
510
$11.4K ﹤0.01%
256
511
$11.2K ﹤0.01%
337
-14
512
$11.2K ﹤0.01%
148
+4
513
$11.1K ﹤0.01%
336
+137
514
$11K ﹤0.01%
138
-4
515
$11K ﹤0.01%
40
+14
516
$11K ﹤0.01%
139
517
$10.9K ﹤0.01%
1,131
518
$10.9K ﹤0.01%
334
-27
519
$10.9K ﹤0.01%
56
+5
520
$10.6K ﹤0.01%
94
521
$10.5K ﹤0.01%
27
-17
522
$10.5K ﹤0.01%
24
+1
523
$10.5K ﹤0.01%
156
+110
524
$10.4K ﹤0.01%
43
-1
525
$10.4K ﹤0.01%
73
+64
19 20
21
22 23