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
776
$730 ﹤0.01%
16
+14
777
$729 ﹤0.01%
10
-7
778
$727 ﹤0.01%
105
779
$696 ﹤0.01%
9
780
$677 ﹤0.01%
13
+2
781
$670 ﹤0.01%
22
+17
782
$660 ﹤0.01%
6
+5
783
$653 ﹤0.01%
6
-5
784
$650 ﹤0.01%
21
+20
785
$640 ﹤0.01%
+50
786
$636 ﹤0.01%
2
+1
787
$625 ﹤0.01%
5
-5
788
$619 ﹤0.01%
12
+9
789
$618 ﹤0.01%
17
790
$613 ﹤0.01%
31
+25
791
$604 ﹤0.01%
21
+18
792
$584 ﹤0.01%
11
+10
793
$583 ﹤0.01%
29
+14
794
$580 ﹤0.01%
4
+3
795
$579 ﹤0.01%
2
796
$563 ﹤0.01%
8
-2
797
$559 ﹤0.01%
41
+34
798
$551 ﹤0.01%
9
+3
799
$549 ﹤0.01%
+17
800
$528 ﹤0.01%
25
+17
30 31
32
33 34