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
976
$81 ﹤0.01%
+2
977
$80 ﹤0.01%
1
978
$79 ﹤0.01%
3
-7
979
$79 ﹤0.01%
+1
980
$78 ﹤0.01%
5
+3
981
$78 ﹤0.01%
1
982
$78 ﹤0.01%
+4
983
$78 ﹤0.01%
1
984
$77 ﹤0.01%
2
-1
985
$77 ﹤0.01%
1
986
$76 ﹤0.01%
20
-86
987
$76 ﹤0.01%
3
-1
988
$75 ﹤0.01%
+1
989
$75 ﹤0.01%
2
+1
990
$75 ﹤0.01%
1
-6
991
$74 ﹤0.01%
1
-1
992
$73 ﹤0.01%
+1
993
$72 ﹤0.01%
2
994
$68 ﹤0.01%
2
995
$65 ﹤0.01%
1
996
$65 ﹤0.01%
1
-1
997
$64 ﹤0.01%
1
998
$63 ﹤0.01%
4
999
$63 ﹤0.01%
+2
1000
$62 ﹤0.01%
1
38 39
40
41 42