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
601
$6.27K ﹤0.01%
213
-150
602
$6.2K ﹤0.01%
70
603
$6.18K ﹤0.01%
50
604
$6.12K ﹤0.01%
34
+9
605
$6.11K ﹤0.01%
+61
606
$6.07K ﹤0.01%
37
607
$6.06K ﹤0.01%
+245
608
$6.05K ﹤0.01%
191
-20
609
$6.03K ﹤0.01%
+127
610
$6K ﹤0.01%
34
611
$5.98K ﹤0.01%
104
+17
612
$5.97K ﹤0.01%
30
+5
613
$5.92K ﹤0.01%
168
-6
614
$5.9K ﹤0.01%
335
-635
615
$5.74K ﹤0.01%
280
-61
616
$5.7K ﹤0.01%
32
+13
617
$5.69K ﹤0.01%
+47
618
$5.62K ﹤0.01%
+79
619
$5.59K ﹤0.01%
54
-1
620
$5.58K ﹤0.01%
126
+86
621
$5.48K ﹤0.01%
49
-3
622
$5.41K ﹤0.01%
221
-78
623
$5.23K ﹤0.01%
59
+1
624
$5.2K ﹤0.01%
+412
625
$5.12K ﹤0.01%
26
-3
23 24
25
26 27