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
251
$262K 0.03%
12,284
+30
252
$262K 0.03%
4,780
253
$262K 0.03%
+4,000
254
$261K 0.03%
2,567
+1,195
255
$259K 0.03%
1,221
+354
256
$258K 0.03%
2,934
+98
257
$257K 0.03%
2,136
258
$257K 0.03%
807
259
$256K 0.03%
1,541
+175
260
$256K 0.03%
1,682
261
$255K 0.03%
2,279
+127
262
$254K 0.03%
6,772
263
$253K 0.03%
1,226
264
$242K 0.03%
3,176
-1,238
265
$241K 0.03%
3,577
+553
266
$240K 0.03%
4,248
267
$239K 0.03%
6,430
268
$236K 0.03%
1,530
-725
269
$234K 0.03%
755
270
$233K 0.03%
+1,360
271
$231K 0.03%
1,546
+1,389
272
$230K 0.03%
2,184
273
$226K 0.03%
4,270
+1,140
274
$222K 0.03%
2,718
275
$217K 0.03%
468
+348
9 10
11
12 13