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
701
$1.89K ﹤0.01%
+9
702
$1.89K ﹤0.01%
29
+26
703
$1.83K ﹤0.01%
38
+17
704
$1.82K ﹤0.01%
14
+6
705
$1.77K ﹤0.01%
+2
706
$1.75K ﹤0.01%
20
-5
707
$1.7K ﹤0.01%
45
-1
708
$1.7K ﹤0.01%
+1
709
$1.65K ﹤0.01%
94
+23
710
$1.61K ﹤0.01%
14
-3
711
$1.56K ﹤0.01%
13
+7
712
$1.55K ﹤0.01%
58
-93
713
$1.54K ﹤0.01%
+27
714
$1.53K ﹤0.01%
14
-1
715
$1.49K ﹤0.01%
12
+11
716
$1.49K ﹤0.01%
33
+9
717
$1.43K ﹤0.01%
182
718
$1.41K ﹤0.01%
127
+94
719
$1.39K ﹤0.01%
13
+5
720
$1.37K ﹤0.01%
26
+23
721
$1.36K ﹤0.01%
35
+1
722
$1.36K ﹤0.01%
19
+18
723
$1.34K ﹤0.01%
+7
724
$1.34K ﹤0.01%
14
+3
725
$1.33K ﹤0.01%
8
-11
27 28
29
30 31