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
951
$115 ﹤0.01%
9
+7
952
$115 ﹤0.01%
3
953
$114 ﹤0.01%
+1
954
$112 ﹤0.01%
1
-3
955
$111 ﹤0.01%
13
+11
956
$110 ﹤0.01%
2
957
$110 ﹤0.01%
1
-1
958
$110 ﹤0.01%
1
959
$103 ﹤0.01%
7
-2
960
$102 ﹤0.01%
2
-1
961
$101 ﹤0.01%
+1
962
$98 ﹤0.01%
+1
963
$96 ﹤0.01%
5
-11
964
$96 ﹤0.01%
1
-10
965
$95 ﹤0.01%
3
-1
966
$92 ﹤0.01%
4
967
$89 ﹤0.01%
+1
968
$89 ﹤0.01%
1
969
$88 ﹤0.01%
11
-6
970
$87 ﹤0.01%
+1
971
$86 ﹤0.01%
15
-6
972
$85 ﹤0.01%
6
973
$85 ﹤0.01%
1
974
$84 ﹤0.01%
3
-5
975
$84 ﹤0.01%
+1
37 38
39
40 41