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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$7.2M
3
+$3.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.2M

Top Sells

1
+$38.6M
2
+$7.47M
3
+$2.78M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$2.05M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.63M

Sector Composition

1 Technology 4.28%
2 Financials 3.64%
3 Healthcare 2.58%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3K ﹤0.01%
17
+13
602
$3K ﹤0.01%
+46
603
$3K ﹤0.01%
+54
604
$3K ﹤0.01%
+9
605
$3K ﹤0.01%
40
606
$3K ﹤0.01%
+24
607
$3K ﹤0.01%
+66
608
$3K ﹤0.01%
57
+44
609
$3K ﹤0.01%
20
+15
610
$3K ﹤0.01%
500
611
$3K ﹤0.01%
+12
612
$2K ﹤0.01%
60
613
$2K ﹤0.01%
27
614
$2K ﹤0.01%
+3
615
$2K ﹤0.01%
103
+78
616
$2K ﹤0.01%
+57
617
$2K ﹤0.01%
+10
618
$2K ﹤0.01%
12
+8
619
$2K ﹤0.01%
45
+24
620
$2K ﹤0.01%
+4
621
$2K ﹤0.01%
+8
622
$2K ﹤0.01%
+12
623
$2K ﹤0.01%
128
+83
624
$2K ﹤0.01%
116
+76
625
$2K ﹤0.01%
19
+14
23 24
25
26 27