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
551
$7.22K ﹤0.01%
8,913
552
$7.09K ﹤0.01%
201
+32
553
$7.02K ﹤0.01%
71
+56
554
$6.95K ﹤0.01%
160
+44
555
$6.93K ﹤0.01%
126
+68
556
$6.86K ﹤0.01%
54
+16
557
$6.85K ﹤0.01%
51
-1
558
$6.85K ﹤0.01%
99
-3
559
$6.7K ﹤0.01%
35
+13
560
$6.69K ﹤0.01%
349
561
$6.6K ﹤0.01%
68
+24
562
$6.58K ﹤0.01%
150
563
$6.54K ﹤0.01%
804
564
$6.46K ﹤0.01%
80
+19
565
$6.4K ﹤0.01%
476
+251
566
$6.39K ﹤0.01%
18
+9
567
$6.39K ﹤0.01%
181
+8
568
$6.3K ﹤0.01%
129
-2
569
$6.19K ﹤0.01%
350
570
$6.19K ﹤0.01%
79
+23
571
$6.15K ﹤0.01%
23
-2
572
$6.09K ﹤0.01%
177
-10
573
$6.08K ﹤0.01%
20
-27
574
$5.99K ﹤0.01%
87
+46
575
$5.98K ﹤0.01%
125
21 22
23
24 25