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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.62M
3
+$4.35M
4
AAPL icon
Apple
AAPL
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M

Top Sells

1
+$9.74M
2
+$5.8M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.64M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$39K 0.01%
1,018
377
$39K 0.01%
+2,872
378
$37K 0.01%
687
+228
379
$37K 0.01%
170
380
$35K 0.01%
1,000
381
$34K 0.01%
466
382
$34K 0.01%
658
383
$33K 0.01%
1,500
384
$32K 0.01%
1,409
+1,142
385
$32K 0.01%
528
+276
386
$32K 0.01%
13,548
387
$30K 0.01%
234
+2
388
$29K 0.01%
631
389
$29K 0.01%
775
390
$28K ﹤0.01%
1,878
391
$28K ﹤0.01%
419
392
$27K ﹤0.01%
675
393
$26K ﹤0.01%
5,807
+299
394
$25K ﹤0.01%
3,100
395
$25K ﹤0.01%
963
+75
396
$25K ﹤0.01%
700
397
$23K ﹤0.01%
228
-8
398
$23K ﹤0.01%
83
399
$23K ﹤0.01%
2,088
400
$23K ﹤0.01%
443
14 15
16
17 18