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
76
$2.39M 0.25%
31,687
+4,291
77
$2.11M 0.22%
23,419
-1,140
78
$2.05M 0.22%
9,272
-1,153
79
$2.03M 0.22%
2,295
+12
80
$1.97M 0.21%
11,799
+888
81
$1.97M 0.21%
5,125
82
$1.73M 0.18%
20,765
+696
83
$1.62M 0.17%
3,525
84
$1.57M 0.17%
71,130
+3,664
85
$1.53M 0.16%
11,554
+1,099
86
$1.48M 0.16%
2,811
-14
87
$1.38M 0.15%
11,743
+174
88
$1.26M 0.13%
10,719
-1,076
89
$1.23M 0.13%
12,570
90
$1.21M 0.13%
3,985
+13
91
$1.14M 0.12%
1,994
+25
92
$1.09M 0.12%
4,176
+209
93
$1.07M 0.11%
14,842
-688
94
$1.05M 0.11%
18,260
+1,332
95
$1.01M 0.11%
1,729
+79
96
$1.01M 0.11%
17,865
+1,345
97
$1.01M 0.11%
12,903
+472
98
$921K 0.1%
7,872
+282
99
$915K 0.1%
14,677
+536
100
$873K 0.09%
3,510
-29
2 3
4
5 6