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
$687M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$24M
3
+$9.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$520K
5
CLX icon
Clorox
CLX
+$499K

Top Sells

1
+$13.6M
2
+$3.92M
3
+$1.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$915K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$879K

Sector Composition

1 Healthcare 9.87%
2 Technology 5.09%
3 Financials 3.68%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
70
577
$6K ﹤0.01%
26
-14
578
$6K ﹤0.01%
296
+143
579
$6K ﹤0.01%
48
+24
580
$6K ﹤0.01%
94
-45
581
$5K ﹤0.01%
+70
582
$5K ﹤0.01%
257
+18
583
$5K ﹤0.01%
145
+28
584
$5K ﹤0.01%
35
-8
585
$5K ﹤0.01%
9
+1
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$5K ﹤0.01%
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-10
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$5K ﹤0.01%
31
+13
588
$5K ﹤0.01%
306
-125
589
$5K ﹤0.01%
146
-102
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$5K ﹤0.01%
12
+1
591
$5K ﹤0.01%
34
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592
$5K ﹤0.01%
98
+47
593
$5K ﹤0.01%
41
+9
594
$5K ﹤0.01%
33
+16
595
$5K ﹤0.01%
12
-1
596
$5K ﹤0.01%
18
597
$5K ﹤0.01%
13
-3
598
$5K ﹤0.01%
9
-2
599
$5K ﹤0.01%
15
+5
600
$5K ﹤0.01%
150
+54
22 23
24
25 26