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
851
$333 ﹤0.01%
4
+3
852
$332 ﹤0.01%
+2
853
$331 ﹤0.01%
2
854
$330 ﹤0.01%
3
+1
855
$321 ﹤0.01%
17
+12
856
$313 ﹤0.01%
22
+17
857
$311 ﹤0.01%
+13
858
$311 ﹤0.01%
+4
859
$309 ﹤0.01%
11
-1,052
860
$301 ﹤0.01%
128
-26
861
$298 ﹤0.01%
+4
862
$298 ﹤0.01%
17
+6
863
$297 ﹤0.01%
6
+4
864
$294 ﹤0.01%
+6
865
$290 ﹤0.01%
3
866
$285 ﹤0.01%
13
867
$283 ﹤0.01%
+1
868
$282 ﹤0.01%
1
869
$282 ﹤0.01%
+4
870
$273 ﹤0.01%
15
+12
871
$268 ﹤0.01%
5
+3
872
$266 ﹤0.01%
+1
873
$261 ﹤0.01%
11
+9
874
$259 ﹤0.01%
3
-2
875
$258 ﹤0.01%
5
-11
33 34
35
36 37