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
$712M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.63M
3
+$6.32M
4
ABT icon
Abbott
ABT
+$3.97M
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.81M

Top Sells

1
+$21.2M
2
+$918K
3
+$761K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$612K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$528K

Sector Composition

1 Healthcare 12.04%
2 Technology 5.68%
3 Financials 3.59%
4 Consumer Discretionary 2.33%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8.62K ﹤0.01%
160
-6
527
$8.61K ﹤0.01%
1,131
528
$8.53K ﹤0.01%
320
+49
529
$8.51K ﹤0.01%
17
+4
530
$8.44K ﹤0.01%
56
+22
531
$8.43K ﹤0.01%
70
-50
532
$8.43K ﹤0.01%
69
533
$8.33K ﹤0.01%
50
+6
534
$8.23K ﹤0.01%
23
+2
535
$8.16K ﹤0.01%
127
-132
536
$8.15K ﹤0.01%
61
+22
537
$8.09K ﹤0.01%
139
+15
538
$7.98K ﹤0.01%
49
+3
539
$7.97K ﹤0.01%
150
540
$7.87K ﹤0.01%
63
541
$7.83K ﹤0.01%
150
542
$7.79K ﹤0.01%
300
543
$7.76K ﹤0.01%
98
544
$7.67K ﹤0.01%
65
+8
545
$7.52K ﹤0.01%
741
+31
546
$7.52K ﹤0.01%
19
+3
547
$7.47K ﹤0.01%
80
+12
548
$7.33K ﹤0.01%
+81
549
$7.32K ﹤0.01%
138
550
$7.26K ﹤0.01%
195
+18
20 21
22
23 24