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
551
$8.96K ﹤0.01%
52
-4
552
$8.95K ﹤0.01%
177
553
$8.81K ﹤0.01%
86
-605
554
$8.77K ﹤0.01%
74
+61
555
$8.77K ﹤0.01%
350
556
$8.77K ﹤0.01%
35
-5
557
$8.65K ﹤0.01%
222
558
$8.57K ﹤0.01%
249
559
$8.54K ﹤0.01%
125
560
$8.52K ﹤0.01%
431
-200
561
$8.51K ﹤0.01%
804
562
$8.5K ﹤0.01%
251
-90
563
$8.49K ﹤0.01%
47
+20
564
$8.47K ﹤0.01%
105
-10
565
$8.47K ﹤0.01%
75
566
$8.42K ﹤0.01%
53
567
$8.35K ﹤0.01%
63
-16
568
$8.33K ﹤0.01%
200
+50
569
$8.27K ﹤0.01%
52
-15
570
$8.12K ﹤0.01%
+240
571
$8.07K ﹤0.01%
81
-29
572
$7.96K ﹤0.01%
107
+4
573
$7.94K ﹤0.01%
148
574
$7.94K ﹤0.01%
108
+4
575
$7.81K ﹤0.01%
93
21 22
23
24 25