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
326
$91K 0.01%
2,350
327
$90K 0.01%
784
328
$89K 0.01%
1,743
329
$89K 0.01%
1,686
330
$87K 0.01%
671
331
$83K 0.01%
2,039
-961
332
$81K 0.01%
1,268
-80
333
$78K 0.01%
1,617
334
$75K 0.01%
709
335
$75K 0.01%
350
336
$75K 0.01%
2,329
337
$72K 0.01%
536
338
$70K 0.01%
+1,515
339
$69K 0.01%
277
340
$68K 0.01%
5,000
341
$67K 0.01%
1,244
342
$67K 0.01%
730
343
$66K 0.01%
1,016
344
$65K 0.01%
541
345
$65K 0.01%
620
346
$64K 0.01%
1,710
347
$62K 0.01%
994
348
$61K 0.01%
655
+400
349
$61K 0.01%
750
350
$60K 0.01%
1,188
12 13
14
15 16