MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$178K 0.02%
5,711
+5,542
352
$177K 0.02%
3,773
+576
353
$177K 0.02%
2,364
+7
354
$176K 0.02%
689
+311
355
$175K 0.02%
439
+20
356
$173K 0.02%
2,670
+1,163
357
$172K 0.02%
657
+44
358
$169K 0.02%
2,877
+750
359
$167K 0.02%
745
+28
360
$166K 0.02%
2,250
361
$164K 0.02%
4,618
362
$163K 0.02%
3,979
363
$162K 0.02%
1,312
+271
364
$161K 0.02%
2,623
+499
365
$160K 0.02%
3,898
+288
366
$160K 0.02%
2,250
+45
367
$159K 0.02%
311
+131
368
$157K 0.02%
1,993
-512
369
$157K 0.02%
1,063
+5
370
$153K 0.02%
1,437
371
$150K 0.02%
994
372
$149K 0.02%
1,669
+20
373
$148K 0.02%
5,818
+4,369
374
$147K 0.02%
604
-1
375
$147K 0.02%
3,640
-100
13 14
15
16 17