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
926
$140 ﹤0.01%
1
927
$140 ﹤0.01%
3
+1
928
$139 ﹤0.01%
2
-6
929
$139 ﹤0.01%
12
-1
930
$138 ﹤0.01%
6
931
$136 ﹤0.01%
14
932
$136 ﹤0.01%
2
+1
933
$136 ﹤0.01%
4
-2
934
$135 ﹤0.01%
8
935
$134 ﹤0.01%
2
936
$133 ﹤0.01%
+2
937
$131 ﹤0.01%
+1
938
$131 ﹤0.01%
2
+1
939
$130 ﹤0.01%
3
940
$129 ﹤0.01%
9
941
$129 ﹤0.01%
10
+2
942
$128 ﹤0.01%
28
-12
943
$124 ﹤0.01%
1
944
$124 ﹤0.01%
+3
945
$124 ﹤0.01%
2
946
$123 ﹤0.01%
+1
947
$122 ﹤0.01%
2
948
$121 ﹤0.01%
12
+4
949
$116 ﹤0.01%
4
+2
950
$116 ﹤0.01%
1
36 37
38
39 40