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
626
$5.02K ﹤0.01%
+260
627
$5.02K ﹤0.01%
183
+2
628
$5K ﹤0.01%
6
629
$4.99K ﹤0.01%
52
-4
630
$4.93K ﹤0.01%
151
-5
631
$4.77K ﹤0.01%
24
632
$4.75K ﹤0.01%
18
633
$4.71K ﹤0.01%
11
+9
634
$4.68K ﹤0.01%
14
+3
635
$4.65K ﹤0.01%
82
-2
636
$4.61K ﹤0.01%
29
637
$4.49K ﹤0.01%
501
+455
638
$4.37K ﹤0.01%
22
-117
639
$4.32K ﹤0.01%
48
-72
640
$4.28K ﹤0.01%
134
-85
641
$4.27K ﹤0.01%
135
-2
642
$4.26K ﹤0.01%
94
643
$4.22K ﹤0.01%
31
+5
644
$4.22K ﹤0.01%
435
+431
645
$4.14K ﹤0.01%
28
+1
646
$4.12K ﹤0.01%
50
+49
647
$4.04K ﹤0.01%
+44
648
$4.03K ﹤0.01%
+62
649
$3.95K ﹤0.01%
114
+4
650
$3.91K ﹤0.01%
+384
24 25
26
27 28