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
626
$3.22K ﹤0.01%
103
+13
627
$3.08K ﹤0.01%
25
628
$2.82K ﹤0.01%
117
-21
629
$2.71K ﹤0.01%
27
+8
630
$2.69K ﹤0.01%
24
+4
631
$2.58K ﹤0.01%
38
+30
632
$2.44K ﹤0.01%
82
+38
633
$2.41K ﹤0.01%
23
634
$2.35K ﹤0.01%
69
+46
635
$2.34K ﹤0.01%
104
-131
636
$2.25K ﹤0.01%
42
+14
637
$2.25K ﹤0.01%
74
-58
638
$2.22K ﹤0.01%
10
+5
639
$2.08K ﹤0.01%
9
+5
640
$2.02K ﹤0.01%
+182
641
$2.01K ﹤0.01%
35
+6
642
$2K ﹤0.01%
21
+11
643
$1.96K ﹤0.01%
+13
644
$1.92K ﹤0.01%
15
+1
645
$1.89K ﹤0.01%
13
-1
646
$1.88K ﹤0.01%
27
647
$1.85K ﹤0.01%
+377
648
$1.81K ﹤0.01%
44
+20
649
$1.71K ﹤0.01%
28
+6
650
$1.65K ﹤0.01%
+149
24 25
26
27 28