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
$764M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.61M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.28M
5
UPS icon
United Parcel Service
UPS
+$2.19M

Top Sells

1
+$10.4M
2
+$2.77M
3
+$2.38M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M

Sector Composition

1 Industrials 18.02%
2 Technology 10.52%
3 Financials 7.49%
4 Healthcare 6.48%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$81K 0.01%
1,233
+1,125
377
$80.8K 0.01%
630
+597
378
$80.1K 0.01%
1,167
+667
379
$78.9K 0.01%
+184
380
$78K 0.01%
392
+329
381
$77.5K 0.01%
3,294
+1,000
382
$74.6K 0.01%
1,243
+41
383
$74.5K 0.01%
2,000
384
$74.4K 0.01%
1,470
+950
385
$72.9K 0.01%
+845
386
$72.6K 0.01%
977
+17
387
$71.7K 0.01%
+874
388
$71.3K 0.01%
+1,036
389
$71K 0.01%
566
+540
390
$70.9K 0.01%
2,240
+465
391
$70.6K 0.01%
1,366
392
$69.9K 0.01%
170
393
$69.1K 0.01%
587
394
$68.8K 0.01%
509
-116
395
$66.4K 0.01%
912
+48
396
$66.4K 0.01%
722
+51
397
$66.1K 0.01%
5,279
-147
398
$66K 0.01%
968
399
$65.8K 0.01%
+1,520
400
$65.2K 0.01%
663
+122
14 15
16
17 18