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
$367M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.62%
2 Materials 1.78%
3 Healthcare 1.31%
4 Technology 1.16%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$22K 0.01%
315
202
$22K 0.01%
250
203
$21K 0.01%
1,000
204
$21K 0.01%
450
205
$21K 0.01%
225
206
$20K 0.01%
330
207
$20K 0.01%
500
208
$20K 0.01%
234
209
$20K 0.01%
786
210
$20K 0.01%
785
211
$19K 0.01%
100
212
$19K 0.01%
143
213
$18K ﹤0.01%
161
214
$18K ﹤0.01%
378
215
$18K ﹤0.01%
192
+79
216
$17K ﹤0.01%
175
217
$16K ﹤0.01%
715
218
$16K ﹤0.01%
187
219
$16K ﹤0.01%
156
-1,168
220
$16K ﹤0.01%
239
221
$15K ﹤0.01%
152
222
$15K ﹤0.01%
350
223
$15K ﹤0.01%
351
+125
224
$14K ﹤0.01%
416
225
$14K ﹤0.01%
446