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
351
$59K 0.01%
1,580
352
$59K 0.01%
594
353
$57K 0.01%
2,849
354
$57K 0.01%
1,380
-40,935
355
$57K 0.01%
1,373
-1,243
356
$55K 0.01%
427
357
$54K 0.01%
1,094
358
$54K 0.01%
1,031
359
$53K 0.01%
1,009
360
$53K 0.01%
1,047
361
$53K 0.01%
960
362
$53K 0.01%
2,825
363
$53K 0.01%
3,000
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364
$52K 0.01%
880
365
$51K 0.01%
828
366
$51K 0.01%
106
367
$51K 0.01%
625
368
$50K 0.01%
403
369
$50K 0.01%
1,551
370
$48K 0.01%
590
371
$48K 0.01%
347
372
$48K 0.01%
217
373
$46K 0.01%
1,938
374
$45K ﹤0.01%
300
375
$45K ﹤0.01%
505
13 14
15
16 17