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
726
$1.32K ﹤0.01%
123
+5
727
$1.28K ﹤0.01%
114
+8
728
$1.24K ﹤0.01%
20
+17
729
$1.24K ﹤0.01%
8
+2
730
$1.23K ﹤0.01%
14
+12
731
$1.19K ﹤0.01%
28
+26
732
$1.19K ﹤0.01%
87
+61
733
$1.16K ﹤0.01%
4
-1
734
$1.15K ﹤0.01%
197
+152
735
$1.15K ﹤0.01%
+10
736
$1.14K ﹤0.01%
57
+36
737
$1.12K ﹤0.01%
100
-117
738
$1.12K ﹤0.01%
137
-1
739
$1.11K ﹤0.01%
63
+58
740
$1.1K ﹤0.01%
45
-8
741
$1.1K ﹤0.01%
66
+36
742
$1.1K ﹤0.01%
69
+62
743
$1.07K ﹤0.01%
33
-31
744
$1.05K ﹤0.01%
24
-2
745
$1.02K ﹤0.01%
4
746
$1.02K ﹤0.01%
14
747
$1K ﹤0.01%
21
+11
748
$1K ﹤0.01%
14
749
$997 ﹤0.01%
110
+56
750
$989 ﹤0.01%
43
-2
28 29
30
31 32