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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.62M
3
+$4.35M
4
AAPL icon
Apple
AAPL
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M

Top Sells

1
+$9.74M
2
+$5.8M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.64M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$83K 0.01%
2,800
327
$83K 0.01%
852
328
$81K 0.01%
1,077
-510
329
$80K 0.01%
759
330
$78K 0.01%
471
+30
331
$77K 0.01%
917
332
$76K 0.01%
625
333
$76K 0.01%
666
334
$74K 0.01%
1,932
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335
$74K 0.01%
1,366
336
$73K 0.01%
887
-17
337
$72K 0.01%
5,388
-332
338
$72K 0.01%
551
+18
339
$71K 0.01%
290
340
$70K 0.01%
541
341
$69K 0.01%
1,224
-31
342
$68K 0.01%
2,018
343
$67K 0.01%
2,120
344
$66K 0.01%
799
345
$66K 0.01%
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346
$64K 0.01%
170
347
$64K 0.01%
560
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348
$63K 0.01%
666
+15
349
$62K 0.01%
1,866
350
$61K 0.01%
828
12 13
14
15 16