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
876
$257 ﹤0.01%
5
+2
877
$248 ﹤0.01%
11
-7
878
$248 ﹤0.01%
+7
879
$246 ﹤0.01%
+32
880
$245 ﹤0.01%
6
881
$244 ﹤0.01%
8
+4
882
$236 ﹤0.01%
5
-18
883
$232 ﹤0.01%
2
+1
884
$230 ﹤0.01%
7
-1
885
$222 ﹤0.01%
1
886
$219 ﹤0.01%
14
887
$218 ﹤0.01%
+15
888
$213 ﹤0.01%
37
+20
889
$212 ﹤0.01%
5
+3
890
$211 ﹤0.01%
+4
891
$210 ﹤0.01%
8
+3
892
$207 ﹤0.01%
9
-4
893
$206 ﹤0.01%
29
+15
894
$201 ﹤0.01%
8
+6
895
$200 ﹤0.01%
5
+2
896
$200 ﹤0.01%
3
897
$199 ﹤0.01%
1
898
$194 ﹤0.01%
10
+1
899
$188 ﹤0.01%
6
900
$186 ﹤0.01%
3
+2
34 35
36
37 38