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
401
$33K ﹤0.01%
1,617
402
$33K ﹤0.01%
4,860
403
$32K ﹤0.01%
619
404
$32K ﹤0.01%
1,920
+600
405
$31K ﹤0.01%
302
406
$31K ﹤0.01%
650
407
$31K ﹤0.01%
187
408
$30K ﹤0.01%
1,904
409
$30K ﹤0.01%
+1,440
410
$30K ﹤0.01%
1,480
411
$30K ﹤0.01%
300
412
$29K ﹤0.01%
3,076
-3,917
413
$28K ﹤0.01%
200
414
$28K ﹤0.01%
2,088
415
$27K ﹤0.01%
3,239
416
$27K ﹤0.01%
250
417
$27K ﹤0.01%
1,021
418
$26K ﹤0.01%
300
419
$26K ﹤0.01%
+1,100
420
$25K ﹤0.01%
933
421
$24K ﹤0.01%
+900
422
$24K ﹤0.01%
+500
423
$24K ﹤0.01%
189
424
$24K ﹤0.01%
950
425
$23K ﹤0.01%
+701
15 16
17
18 19