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
526
$10.4K ﹤0.01%
28
527
$10.2K ﹤0.01%
89
528
$10.2K ﹤0.01%
150
-3
529
$10.2K ﹤0.01%
81
530
$10.1K ﹤0.01%
19
+17
531
$10K ﹤0.01%
37
+33
532
$10K ﹤0.01%
1,212
+296
533
$9.99K ﹤0.01%
80
+34
534
$9.95K ﹤0.01%
+59
535
$9.93K ﹤0.01%
90
536
$9.91K ﹤0.01%
175
537
$9.85K ﹤0.01%
236
+144
538
$9.77K ﹤0.01%
194
-118
539
$9.74K ﹤0.01%
175
540
$9.59K ﹤0.01%
360
541
$9.39K ﹤0.01%
140
-136
542
$9.34K ﹤0.01%
104
543
$9.32K ﹤0.01%
114
544
$9.31K ﹤0.01%
60
+1
545
$9.15K ﹤0.01%
127
-66
546
$9.13K ﹤0.01%
70
-15
547
$9.12K ﹤0.01%
117
548
$9.09K ﹤0.01%
92
+24
549
$9.04K ﹤0.01%
288
+142
550
$9K ﹤0.01%
124
-92
20 21
22
23 24