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
151
$273K 0.03%
4,209
152
$269K 0.03%
835
153
$268K 0.03%
1,001
154
$262K 0.03%
969
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155
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156
$255K 0.03%
359
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157
$252K 0.03%
912
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158
$242K 0.03%
2,632
159
$240K 0.03%
576
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160
$238K 0.03%
1,515
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161
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-1
162
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163
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164
$221K 0.02%
1,875
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165
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2,217
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166
$215K 0.02%
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167
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168
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169
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170
$211K 0.02%
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$210K 0.02%
7,254
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172
$206K 0.02%
1,960
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173
$206K 0.02%
1,527
+280
174
$205K 0.02%
2,299
+100
175
$200K 0.02%
1,435
5 6
7
8 9