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
301
$175K 0.02%
+492
302
$169K 0.02%
+1,265
303
$168K 0.02%
2,066
+1,114
304
$167K 0.02%
1,737
+354
305
$167K 0.02%
685
306
$165K 0.02%
649
-5
307
$164K 0.02%
9,035
+2,025
308
$163K 0.02%
1,220
309
$162K 0.02%
3,657
310
$162K 0.02%
5,010
311
$162K 0.02%
1,442
+326
312
$160K 0.02%
82,418
313
$159K 0.02%
+2,462
314
$158K 0.02%
4,628
+2,000
315
$155K 0.02%
+1,382
316
$155K 0.02%
2,679
+36
317
$153K 0.02%
1,572
318
$151K 0.02%
3,041
+3
319
$148K 0.02%
418
320
$147K 0.02%
1,614
-13
321
$146K 0.02%
1,675
+375
322
$144K 0.02%
5,877
+1,567
323
$143K 0.02%
3,561
324
$143K 0.02%
7,851
325
$143K 0.02%
636
11 12
13
14 15