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
676
$2.65K ﹤0.01%
24
-3
677
$2.64K ﹤0.01%
23
+21
678
$2.64K ﹤0.01%
102
+92
679
$2.62K ﹤0.01%
+116
680
$2.61K ﹤0.01%
9
+1
681
$2.6K ﹤0.01%
37
-56
682
$2.47K ﹤0.01%
+50
683
$2.4K ﹤0.01%
4
+2
684
$2.38K ﹤0.01%
20
685
$2.35K ﹤0.01%
+19
686
$2.33K ﹤0.01%
42
-134
687
$2.33K ﹤0.01%
46
+39
688
$2.33K ﹤0.01%
10
+4
689
$2.24K ﹤0.01%
110
+13
690
$2.23K ﹤0.01%
17
-5
691
$2.2K ﹤0.01%
21
+13
692
$2.16K ﹤0.01%
107
-72
693
$2.04K ﹤0.01%
53
+43
694
$2.03K ﹤0.01%
13
+2
695
$2K ﹤0.01%
254
+192
696
$1.96K ﹤0.01%
49
-49
697
$1.95K ﹤0.01%
28
+19
698
$1.93K ﹤0.01%
12
699
$1.91K ﹤0.01%
17
+7
700
$1.89K ﹤0.01%
+206
26 27
28
29 30