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
$913M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.93M
3
+$4.01M
4
ENB icon
Enbridge
ENB
+$1.46M
5
BRBS icon
Blue Ridge Bankshares
BRBS
+$1.46M

Top Sells

1
+$3.46M
2
+$2.68M
3
+$2.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.69M

Sector Composition

1 Industrials 31.62%
2 Technology 7.54%
3 Financials 5.08%
4 Healthcare 4.25%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$45K ﹤0.01%
950
377
$44K ﹤0.01%
1,283
378
$44K ﹤0.01%
+1,049
379
$44K ﹤0.01%
+400
380
$43K ﹤0.01%
1,136
381
$43K ﹤0.01%
314
+200
382
$43K ﹤0.01%
2,520
383
$41K ﹤0.01%
753
384
$41K ﹤0.01%
1,726
385
$40K ﹤0.01%
467
386
$39K ﹤0.01%
1,511
387
$39K ﹤0.01%
1,180
388
$39K ﹤0.01%
1,021
389
$39K ﹤0.01%
619
390
$38K ﹤0.01%
600
391
$38K ﹤0.01%
400
392
$37K ﹤0.01%
427
393
$36K ﹤0.01%
4,700
394
$36K ﹤0.01%
+600
395
$36K ﹤0.01%
600
396
$36K ﹤0.01%
10,000
397
$36K ﹤0.01%
991
398
$35K ﹤0.01%
224
399
$35K ﹤0.01%
1,669
400
$34K ﹤0.01%
160
-50
14 15
16
17 18