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
351
$113K 0.01%
318
352
$113K 0.01%
2,909
353
$113K 0.01%
+3,075
354
$110K 0.01%
2,033
+73
355
$110K 0.01%
1,046
+251
356
$110K 0.01%
726
357
$109K 0.01%
1,164
358
$108K 0.01%
5,636
-101
359
$105K 0.01%
1,792
360
$105K 0.01%
1,682
+10
361
$105K 0.01%
1,559
+454
362
$105K 0.01%
1,223
363
$105K 0.01%
424
+300
364
$104K 0.01%
+1,400
365
$101K 0.01%
+2,779
366
$98.2K 0.01%
989
367
$98.1K 0.01%
759
368
$94.2K 0.01%
1,859
369
$92.9K 0.01%
2,402
+1,384
370
$89K 0.01%
1,070
+227
371
$87.5K 0.01%
1,118
+24
372
$87.1K 0.01%
3,099
+15
373
$87K 0.01%
+9,850
374
$86.5K 0.01%
13,530
+2,877
375
$84.3K 0.01%
1,592
+359
13 14
15
16 17