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
351
$59K 0.01%
856
-1
352
$59K 0.01%
3,022
353
$59K 0.01%
1,300
354
$57K 0.01%
10,653
355
$55K 0.01%
1,115
356
$55K 0.01%
10,561
357
$54K 0.01%
1,860
358
$52K 0.01%
734
359
$52K 0.01%
3,335
360
$50K 0.01%
4,780
+260
361
$49K 0.01%
4,800
362
$49K 0.01%
367
363
$48K 0.01%
125
364
$48K 0.01%
10,244
365
$47K 0.01%
1,440
-34
366
$47K 0.01%
4,000
+2,000
367
$44K 0.01%
1,000
368
$43K 0.01%
249
+45
369
$41K 0.01%
1,188
370
$41K 0.01%
204
-8
371
$41K 0.01%
619
372
$41K 0.01%
1,160
373
$40K 0.01%
1,300
374
$40K 0.01%
625
375
$39K 0.01%
1,500
13 14
15
16 17