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
326
$142K 0.02%
1,819
327
$142K 0.02%
+2,425
328
$141K 0.02%
1,394
-658
329
$141K 0.02%
766
+374
330
$140K 0.02%
1,069
331
$138K 0.02%
836
+190
332
$137K 0.02%
2,350
333
$135K 0.02%
597
+127
334
$134K 0.02%
2,670
335
$134K 0.02%
1,904
+1,262
336
$134K 0.02%
996
+6
337
$133K 0.02%
2,150
338
$129K 0.02%
422
339
$127K 0.02%
503
+445
340
$124K 0.02%
622
+181
341
$123K 0.02%
1,681
-1
342
$121K 0.02%
964
+457
343
$121K 0.02%
1,865
344
$120K 0.02%
684
+1
345
$119K 0.02%
1,166
346
$117K 0.02%
4,962
347
$115K 0.02%
1,902
348
$114K 0.02%
1,642
-219
349
$114K 0.01%
1,174
350
$113K 0.01%
3,203
12 13
14
15 16