MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.61M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.28M
5
UPS icon
United Parcel Service
UPS
+$2.19M

Top Sells

1
+$10.4M
2
+$2.77M
3
+$2.38M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M

Sector Composition

1 Industrials 18.02%
2 Technology 10.52%
3 Financials 7.49%
4 Healthcare 6.48%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$348K 0.05%
5,409
+549
227
$343K 0.04%
8,830
228
$340K 0.04%
2,788
229
$337K 0.04%
+1,174
230
$336K 0.04%
2,584
231
$329K 0.04%
8,810
232
$328K 0.04%
10,506
-76,240
233
$328K 0.04%
+5,658
234
$322K 0.04%
1,574
+175
235
$315K 0.04%
667
-47
236
$314K 0.04%
3,988
237
$312K 0.04%
955
-33
238
$304K 0.04%
2,127
239
$303K 0.04%
1,624
240
$302K 0.04%
876
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241
$300K 0.04%
9,600
242
$296K 0.04%
1,522
-10
243
$292K 0.04%
2,444
244
$282K 0.04%
3,932
245
$280K 0.04%
627
+192
246
$271K 0.04%
1,630
247
$270K 0.04%
1,132
248
$268K 0.04%
210
249
$266K 0.03%
830
250
$265K 0.03%
5,366
+19
8 9
10
11 12