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MCM

MV Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 25.77%
This Fund
S&P 500
This Quarter Est. Return
+8.44%
1 Year Est. Return
+25.77%
3 Year Est. Return
+67.58%
5 Year Est. Return
+75.1%
10 Year Est. Return
+177.82%
AUM
$416M
AUM Growth
+$58.4M
Cap. Flow
+$26.6M
Cap. Flow %
6.41%
Top 10 Hldgs %
58.9%
Holding
372
New
51
Increased
90
Reduced
91
Closed
23
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LLL
151
DELISTED
L3 Technologies, Inc.
LLL
$52K 0.01%
250
MSTR icon
152
Strategy Inc
MSTR
$34.1B
$50K 0.01%
3,500
CKH
153
DELISTED
Seacor Holdings Inc.
CKH
$48K 0.01%
1,125
SRE icon
154
Sempra
SRE
$57.9B
$47K 0.01%
740
-500
-40% -$29.5K
CTXS
155
DELISTED
Citrix Systems Inc
CTXS
$47K 0.01%
476
+123
+35% +$12.8K
EPP icon
156
iShares MSCI Pacific ex Japan ETF
EPP
$2.22B
$43K 0.01%
935
-200
-18% -$8.85K
ES icon
157
Eversource Energy
ES
$26.9B
$43K 0.01%
600
PM icon
158
Philip Morris
PM
$297B
$41K 0.01%
463
-616
-57% -$49.6K
IYC icon
159
iShares US Consumer Discretionary ETF
IYC
$1.17B
$40K 0.01%
788
-1,012
-56% -$49.8K
AMZN icon
160
Amazon
AMZN
$2.92T
$39K 0.01%
440
-20
-4% -$1.66K
HON icon
161
Honeywell
HON
$77B
$38K 0.01%
251
-425
-63% -$59.4K
QQQ icon
162
Invesco QQQ Trust
QQQ
$453B
$36K 0.01%
200
SCHB icon
163
Schwab US Broad Market ETF
SCHB
$43.2B
$36K 0.01%
3,162
MO icon
164
Altria Group
MO
$114B
$35K 0.01%
603
-1,023
-63% -$52.3K
ABBV icon
165
AbbVie
ABBV
$443B
$34K 0.01%
419
+6
+1% +$491
SR icon
166
Spire
SR
$4.72B
$33K 0.01%
400
CSX icon
167
CSX Corp
CSX
$93.4B
$32K 0.01%
1,269
+39
+3% +$903
WELL icon
168
Welltower
WELL
$169B
$31K 0.01%
400
RTN
169
DELISTED
Raytheon Company
RTN
$29K 0.01%
158
UPS icon
170
United Parcel Service
UPS
$88.6B
$28K 0.01%
250
IXJ icon
171
iShares Global Healthcare ETF
IXJ
$4.07B
$27K 0.01%
446
VTI icon
172
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$27K 0.01%
187
STL
173
DELISTED
Sterling Bancorp
STL
$26K 0.01%
1,375
AMP icon
174
Ameriprise Financial
AMP
$48.3B
$25K 0.01%
196
+88
+81% +$10.9K
BLK icon
175
Blackrock
BLK
$169B
$25K 0.01%
58

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MV Capital Management's Q1 2019 Portfolio in Review

As of Q1 2019, MV Capital Management held 372 positions worth $416M, up 16% from $357M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

MV Capital Management deployed $26.6M of net new capital in Q1 2019, opening 51 new positions and adding to 90 existing holdings. Its largest new stake was iShares Core US REIT ETF: 68,556 shares worth $3.55M.

By sector, the portfolio is most concentrated in Materials at 2% of assets, up from 1.9% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was iShares Russell 1000 Growth ETF, an estimated $3.37M trimmed.

  • MV Capital Management's largest Q1 2019 buy was iShares Core US REIT ETF: 68,556 shares worth $3.55M.
  • MV Capital Management added most to iShares Ultra Short Duration Bond Active ETF in Q1 2019, an estimated $14.5M increase.
  • MV Capital Management's biggest Q1 2019 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $3.37M.
  • MV Capital Management fully exited State Street Materials Select Sector SPDR ETF in Q1 2019, selling an estimated $747K.
  • MV Capital Management's ten largest holdings make up 59% of its $416M portfolio in Q1 2019.
  • MV Capital Management opened 51 new positions and closed 23 in Q1 2019.
  • MV Capital Management's portfolio value rose 16% quarter-over-quarter to $416M.

Based on MV Capital Management's 13F filing for Q1 2019, filed 2 May 2019.