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
526
$1K ﹤0.01%
+11
527
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+13
528
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+13
529
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+126
530
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+57
531
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+26
532
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+15
533
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+28
534
$1K ﹤0.01%
+36
535
$1K ﹤0.01%
+14
536
$1K ﹤0.01%
+29
537
$1K ﹤0.01%
+22
538
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539
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540
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541
$1K ﹤0.01%
+14
542
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543
$1K ﹤0.01%
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544
$1K ﹤0.01%
+8
545
$1K ﹤0.01%
+4
546
$1K ﹤0.01%
+26