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
826
$403 ﹤0.01%
5
827
$389 ﹤0.01%
2
828
$384 ﹤0.01%
+1
829
$380 ﹤0.01%
+9
830
$379 ﹤0.01%
14
+11
831
$378 ﹤0.01%
7
+1
832
$374 ﹤0.01%
18
+8
833
$374 ﹤0.01%
9
+7
834
$374 ﹤0.01%
5
+4
835
$373 ﹤0.01%
3
+1
836
$373 ﹤0.01%
6
-1
837
$372 ﹤0.01%
13
+2
838
$369 ﹤0.01%
1
839
$368 ﹤0.01%
9
+8
840
$365 ﹤0.01%
2
+1
841
$362 ﹤0.01%
12
+8
842
$360 ﹤0.01%
5
+2
843
$351 ﹤0.01%
4
844
$350 ﹤0.01%
1
-2
845
$347 ﹤0.01%
13
+12
846
$344 ﹤0.01%
7
+2
847
$342 ﹤0.01%
73
-12
848
$340 ﹤0.01%
12
-1
849
$336 ﹤0.01%
2
+1
850
$335 ﹤0.01%
9
+4
32 33
34
35 36