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
201
$141K 0.02%
1,366
-374
202
$140K 0.01%
3,280
+27
203
$140K 0.01%
2,699
-231
204
$136K 0.01%
277
+7
205
$134K 0.01%
1,396
+32
206
$130K 0.01%
1,558
+1,065
207
$127K 0.01%
1,956
+304
208
$126K 0.01%
258
+30
209
$125K 0.01%
819
+120
210
$125K 0.01%
1,386
211
$125K 0.01%
600
-150
212
$124K 0.01%
602
+87
213
$124K 0.01%
503
+17
214
$124K 0.01%
5,629
+43
215
$123K 0.01%
1,019
-108
216
$123K 0.01%
1,391
-80
217
$119K 0.01%
928
218
$116K 0.01%
956
+42
219
$114K 0.01%
225
220
$113K 0.01%
629
+35
221
$112K 0.01%
440
+11
222
$112K 0.01%
1,070
-51
223
$111K 0.01%
9,763
+79
224
$108K 0.01%
712
-419
225
$107K 0.01%
579
-40
7 8
9
10 11