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
276
$135K 0.01%
1,226
277
$134K 0.01%
1,850
278
$133K 0.01%
1,196
279
$132K 0.01%
1,000
280
$131K 0.01%
4,506
281
$131K 0.01%
2,731
282
$131K 0.01%
1,652
283
$122K 0.01%
828
284
$122K 0.01%
1,990
285
$120K 0.01%
2,748
286
$119K 0.01%
1,241
287
$118K 0.01%
450
288
$118K 0.01%
564
289
$117K 0.01%
552
290
$117K 0.01%
703
291
$116K 0.01%
2,042
+1,160
292
$115K 0.01%
2,265
293
$115K 0.01%
675
294
$115K 0.01%
1,354
295
$114K 0.01%
731
296
$114K 0.01%
1,166
297
$112K 0.01%
2,530
298
$111K 0.01%
1,000
299
$111K 0.01%
550
300
$110K 0.01%
1,724
10 11
12
13 14