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
$832M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.38M
3
+$934K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$780K
5
CEG icon
Constellation Energy
CEG
+$744K

Top Sells

1
+$2.17M
2
+$2.02M
3
+$1.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M
5
UPS icon
United Parcel Service
UPS
+$997K

Sector Composition

1 Technology 15%
2 Industrials 13.96%
3 Financials 7.56%
4 Consumer Discretionary 6.2%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$157K 0.02%
3,285
352
$157K 0.02%
1,245
-22
353
$152K 0.02%
4,855
354
$152K 0.02%
2,361
+575
355
$152K 0.02%
1,500
356
$151K 0.02%
994
+494
357
$150K 0.02%
143
+69
358
$149K 0.02%
2,570
+1,330
359
$148K 0.02%
3,195
360
$148K 0.02%
1,645
+9
361
$147K 0.02%
4,000
362
$145K 0.02%
995
+27
363
$144K 0.02%
+9,050
364
$144K 0.02%
719
+111
365
$144K 0.02%
2,007
+268
366
$144K 0.02%
1,109
367
$143K 0.02%
2,600
368
$143K 0.02%
1,837
+185
369
$142K 0.02%
5,000
370
$141K 0.02%
933
+354
371
$141K 0.02%
1,575
+332
372
$141K 0.02%
1,206
+57
373
$140K 0.02%
3,600
+777
374
$138K 0.02%
1,490
375
$138K 0.02%
1,750
-100
13 14
15
16 17