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
401
$65K 0.01%
+1,000
402
$65K 0.01%
2,815
-75
403
$63.7K 0.01%
+469
404
$63K 0.01%
+6,000
405
$62.6K 0.01%
923
406
$62.6K 0.01%
+1,500
407
$62.4K 0.01%
34,265
408
$61.3K 0.01%
+1,775
409
$60K 0.01%
482
+352
410
$59.7K 0.01%
+2,000
411
$59K 0.01%
625
412
$58.4K 0.01%
1,298
+498
413
$58.1K 0.01%
724
-144
414
$57.2K 0.01%
334
+321
415
$56.2K 0.01%
1,500
416
$55.3K 0.01%
382
417
$55K 0.01%
3,335
418
$54.1K 0.01%
1,300
419
$53.8K 0.01%
2,018
420
$51.9K 0.01%
852
421
$51.2K 0.01%
1,500
422
$51K 0.01%
+2,175
423
$50.6K 0.01%
433
+393
424
$50.6K 0.01%
759
+723
425
$49.7K 0.01%
1,654
+325
15 16
17
18 19