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
601
$4.61K ﹤0.01%
165
+47
602
$4.38K ﹤0.01%
271
+85
603
$4.33K ﹤0.01%
431
+296
604
$4.23K ﹤0.01%
80
+4
605
$4.19K ﹤0.01%
41
606
$4.13K ﹤0.01%
34
-33
607
$4.04K ﹤0.01%
1,000
+500
608
$4.03K ﹤0.01%
9
+3
609
$3.94K ﹤0.01%
42
+17
610
$3.91K ﹤0.01%
+57
611
$3.86K ﹤0.01%
345
+113
612
$3.85K ﹤0.01%
221
+110
613
$3.83K ﹤0.01%
102
+55
614
$3.81K ﹤0.01%
+149
615
$3.8K ﹤0.01%
18
616
$3.73K ﹤0.01%
400
+249
617
$3.65K ﹤0.01%
136
618
$3.6K ﹤0.01%
+1,357
619
$3.57K ﹤0.01%
69
+2
620
$3.41K ﹤0.01%
11
-2
621
$3.38K ﹤0.01%
+65
622
$3.35K ﹤0.01%
73
+31
623
$3.35K ﹤0.01%
16
+1
624
$3.33K ﹤0.01%
+152
625
$3.26K ﹤0.01%
40
+9
23 24
25
26 27