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
$657M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.23M
3
+$954K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$763K
5
VAW icon
Vanguard Materials ETF
VAW
+$752K

Top Sells

1
+$97.6M
2
+$7.49M
3
+$5.98M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.83M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.47M

Sector Composition

1 Industrials 46.68%
2 Healthcare 2.99%
3 Technology 2.53%
4 Financials 2.33%
5 Utilities 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$37K 0.01%
921
377
$36K 0.01%
480
378
$36K 0.01%
3,239
379
$36K 0.01%
1,511
380
$35K 0.01%
1,669
-45
381
$35K 0.01%
994
382
$34K 0.01%
686
383
$33K 0.01%
2,849
384
$32K ﹤0.01%
+624
385
$32K ﹤0.01%
900
-100
386
$31K ﹤0.01%
467
387
$31K ﹤0.01%
106
388
$31K ﹤0.01%
766
389
$31K ﹤0.01%
322
390
$30K ﹤0.01%
804
391
$30K ﹤0.01%
401
392
$30K ﹤0.01%
991
393
$29K ﹤0.01%
1,105
394
$29K ﹤0.01%
1,234
395
$29K ﹤0.01%
1,617
396
$29K ﹤0.01%
1,319
397
$28K ﹤0.01%
1,009
398
$28K ﹤0.01%
1,242
399
$27K ﹤0.01%
255
400
$26K ﹤0.01%
828
14 15
16
17 18