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
751
$979 ﹤0.01%
117
+94
752
$977 ﹤0.01%
31
+9
753
$966 ﹤0.01%
86
+71
754
$963 ﹤0.01%
92
+75
755
$962 ﹤0.01%
40
756
$958 ﹤0.01%
25
+19
757
$935 ﹤0.01%
+11
758
$907 ﹤0.01%
318
+270
759
$887 ﹤0.01%
2
+1
760
$875 ﹤0.01%
+2
761
$865 ﹤0.01%
5
+2
762
$862 ﹤0.01%
48
+21
763
$855 ﹤0.01%
5
-2
764
$849 ﹤0.01%
18
765
$808 ﹤0.01%
6
766
$800 ﹤0.01%
40
+12
767
$796 ﹤0.01%
9
+8
768
$795 ﹤0.01%
11
769
$775 ﹤0.01%
10
770
$769 ﹤0.01%
17
+4
771
$758 ﹤0.01%
17
+15
772
$745 ﹤0.01%
5
+3
773
$743 ﹤0.01%
+12
774
$743 ﹤0.01%
10
775
$738 ﹤0.01%
15
-8
29 30
31
32 33