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
901
$180 ﹤0.01%
2
+1
902
$179 ﹤0.01%
+14
903
$177 ﹤0.01%
+1
904
$176 ﹤0.01%
+11
905
$173 ﹤0.01%
38
-7
906
$172 ﹤0.01%
125
907
$170 ﹤0.01%
6
-2
908
$165 ﹤0.01%
1
909
$164 ﹤0.01%
12
-6
910
$164 ﹤0.01%
+3
911
$164 ﹤0.01%
11
+8
912
$157 ﹤0.01%
+5
913
$157 ﹤0.01%
6
+2
914
$153 ﹤0.01%
+5
915
$153 ﹤0.01%
6
916
$153 ﹤0.01%
+1
917
$151 ﹤0.01%
3
918
$149 ﹤0.01%
3
+2
919
$147 ﹤0.01%
20
920
$147 ﹤0.01%
4
921
$147 ﹤0.01%
2
-1
922
$146 ﹤0.01%
8
923
$146 ﹤0.01%
3
+1
924
$146 ﹤0.01%
3
+2
925
$141 ﹤0.01%
6
+3
35 36
37
38 39