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
401
$23K ﹤0.01%
1,650
402
$22K ﹤0.01%
238
403
$22K ﹤0.01%
483
404
$22K ﹤0.01%
+1,000
405
$22K ﹤0.01%
100,000
406
$21K ﹤0.01%
521
+227
407
$21K ﹤0.01%
421
+183
408
$21K ﹤0.01%
1,424
+265
409
$21K ﹤0.01%
640
+165
410
$21K ﹤0.01%
159
+8
411
$20K ﹤0.01%
300
+200
412
$20K ﹤0.01%
312
413
$20K ﹤0.01%
1,261
414
$20K ﹤0.01%
+979
415
$20K ﹤0.01%
3,100
416
$19K ﹤0.01%
117
-1
417
$19K ﹤0.01%
339
418
$19K ﹤0.01%
619
+107
419
$19K ﹤0.01%
8,280
+6,718
420
$19K ﹤0.01%
226
421
$19K ﹤0.01%
724
+153
422
$19K ﹤0.01%
372
423
$19K ﹤0.01%
50
424
$19K ﹤0.01%
509
-2,240
425
$18K ﹤0.01%
186
15 16
17
18 19