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
176
$194K 0.02%
407
+9
177
$193K 0.02%
2,637
+38
178
$188K 0.02%
2,615
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179
$187K 0.02%
2,320
+24
180
$186K 0.02%
962
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181
$185K 0.02%
895
+27
182
$183K 0.02%
2,354
+4
183
$181K 0.02%
1,389
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184
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348
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185
$177K 0.02%
1,385
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186
$171K 0.02%
474
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187
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1,137
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188
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873
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189
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1,836
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190
$164K 0.02%
173
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191
$162K 0.02%
468
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192
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193
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176
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194
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195
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548
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196
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633
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197
$151K 0.02%
581
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198
$151K 0.02%
195
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199
$149K 0.02%
1,647
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200
$143K 0.02%
231
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