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
$913M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.93M
3
+$4.01M
4
ENB icon
Enbridge
ENB
+$1.46M
5
BRBS icon
Blue Ridge Bankshares
BRBS
+$1.46M

Top Sells

1
+$3.46M
2
+$2.68M
3
+$2.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.69M

Sector Composition

1 Industrials 31.62%
2 Technology 7.54%
3 Financials 5.08%
4 Healthcare 4.25%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$190K 0.02%
5,316
252
$190K 0.02%
2,083
253
$189K 0.02%
3,205
+600
254
$188K 0.02%
+3,000
255
$184K 0.02%
2,881
256
$181K 0.02%
7,155
257
$179K 0.02%
1,160
258
$172K 0.02%
2,261
259
$169K 0.02%
2,728
260
$169K 0.02%
875
261
$169K 0.02%
3,345
262
$163K 0.02%
+1,085
263
$163K 0.02%
1,617
264
$163K 0.02%
1,080
265
$161K 0.02%
840
+146
266
$157K 0.02%
2,417
-183
267
$157K 0.02%
1,487
+600
268
$154K 0.02%
2,127
269
$151K 0.02%
+2,000
270
$149K 0.02%
717
271
$149K 0.02%
2,304
272
$144K 0.02%
842
273
$143K 0.02%
881
274
$143K 0.02%
2,369
+700
275
$137K 0.02%
7,389
9 10
11
12 13