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
651
$3.88K ﹤0.01%
264
652
$3.81K ﹤0.01%
199
-6
653
$3.72K ﹤0.01%
95
+70
654
$3.69K ﹤0.01%
14
+1
655
$3.68K ﹤0.01%
+2
656
$3.67K ﹤0.01%
94
-96
657
$3.65K ﹤0.01%
3,118
658
$3.54K ﹤0.01%
333
+49
659
$3.4K ﹤0.01%
47
660
$3.29K ﹤0.01%
18
+1
661
$3.14K ﹤0.01%
2
+1
662
$3.14K ﹤0.01%
+1
663
$3.12K ﹤0.01%
54
664
$3.08K ﹤0.01%
14
665
$3.08K ﹤0.01%
40
666
$3.07K ﹤0.01%
38
+16
667
$3.02K ﹤0.01%
137
668
$3K ﹤0.01%
14
-2
669
$2.93K ﹤0.01%
63
670
$2.92K ﹤0.01%
20
-1
671
$2.89K ﹤0.01%
11
-2
672
$2.84K ﹤0.01%
29
-1
673
$2.79K ﹤0.01%
41
+39
674
$2.76K ﹤0.01%
67
675
$2.75K ﹤0.01%
65
-1,354
25 26
27
28 29