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
276
$217K 0.03%
3,233
277
$217K 0.03%
1,330
278
$216K 0.03%
1,130
+96
279
$216K 0.03%
2,462
-147
280
$216K 0.03%
106,730
281
$214K 0.03%
3,059
-28,927
282
$214K 0.03%
1,122
283
$213K 0.03%
2,837
-427
284
$213K 0.03%
996
285
$212K 0.03%
8,160
286
$211K 0.03%
5,645
287
$210K 0.03%
3,249
+528
288
$205K 0.03%
410
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289
$204K 0.03%
+999
290
$200K 0.03%
1,538
-6
291
$196K 0.03%
1,568
292
$195K 0.03%
3,718
+727
293
$194K 0.03%
614
294
$187K 0.02%
+5,223
295
$187K 0.02%
4,092
296
$185K 0.02%
666
297
$183K 0.02%
1,251
+1
298
$179K 0.02%
26,880
299
$178K 0.02%
1,850
300
$175K 0.02%
2,070
-2
10 11
12
13 14