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
576
$7.72K ﹤0.01%
126
-27
577
$7.68K ﹤0.01%
62
+2
578
$7.51K ﹤0.01%
124
-3
579
$7.5K ﹤0.01%
92
+9
580
$7.38K ﹤0.01%
+285
581
$7.36K ﹤0.01%
74
+68
582
$7.31K ﹤0.01%
17
+1
583
$7.24K ﹤0.01%
259
-1
584
$7.21K ﹤0.01%
109
-22
585
$6.93K ﹤0.01%
82
-120
586
$6.88K ﹤0.01%
65
+36
587
$6.88K ﹤0.01%
103
-126
588
$6.87K ﹤0.01%
+30
589
$6.86K ﹤0.01%
104
-19
590
$6.79K ﹤0.01%
23
-1
591
$6.77K ﹤0.01%
109
+1
592
$6.7K ﹤0.01%
137
593
$6.67K ﹤0.01%
153
594
$6.61K ﹤0.01%
233
595
$6.59K ﹤0.01%
126
596
$6.48K ﹤0.01%
349
597
$6.39K ﹤0.01%
16
598
$6.37K ﹤0.01%
107
+5
599
$6.29K ﹤0.01%
271
+1
600
$6.28K ﹤0.01%
168
22 23
24
25 26