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
651
$1.63K ﹤0.01%
14
+2
652
$1.62K ﹤0.01%
+391
653
$1.61K ﹤0.01%
8
+1
654
$1.59K ﹤0.01%
20
655
$1.57K ﹤0.01%
+39
656
$1.57K ﹤0.01%
14
+3
657
$1.56K ﹤0.01%
80
-43
658
$1.46K ﹤0.01%
99
-40
659
$1.33K ﹤0.01%
24
+2
660
$1.32K ﹤0.01%
11
+5
661
$1.29K ﹤0.01%
104
+76
662
$1.29K ﹤0.01%
50
663
$1.28K ﹤0.01%
12
+6
664
$1.24K ﹤0.01%
25
665
$1.19K ﹤0.01%
38
+22
666
$1.14K ﹤0.01%
14
+8
667
$1.09K ﹤0.01%
+105
668
$1.01K ﹤0.01%
23
669
$979 ﹤0.01%
57
-152
670
$921 ﹤0.01%
+64
671
$900 ﹤0.01%
+20
672
$834 ﹤0.01%
258
673
$811 ﹤0.01%
12
674
$809 ﹤0.01%
25
675
$806 ﹤0.01%
10
25 26
27
28 29