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
$832M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.38M
3
+$934K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$780K
5
CEG icon
Constellation Energy
CEG
+$744K

Top Sells

1
+$2.17M
2
+$2.02M
3
+$1.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M
5
UPS icon
United Parcel Service
UPS
+$997K

Sector Composition

1 Technology 15%
2 Industrials 13.96%
3 Financials 7.56%
4 Consumer Discretionary 6.2%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$115K 0.01%
1,649
+129
402
$115K 0.01%
1,830
-20
403
$114K 0.01%
2,700
404
$114K 0.01%
809
-40
405
$111K 0.01%
698
+695
406
$108K 0.01%
801
+2
407
$108K 0.01%
373
+15
408
$108K 0.01%
560
+125
409
$107K 0.01%
220
+27
410
$106K 0.01%
1,209
-3
411
$103K 0.01%
1,315
+266
412
$102K 0.01%
1,927
413
$102K 0.01%
158
+16
414
$102K 0.01%
1,013
+78
415
$101K 0.01%
929
+3
416
$101K 0.01%
637
-155
417
$99.4K 0.01%
848
+684
418
$99.2K 0.01%
378
+301
419
$96.9K 0.01%
1,789
+805
420
$96.9K 0.01%
+650
421
$96.2K 0.01%
4,122
+8
422
$96.2K 0.01%
829
+806
423
$95.7K 0.01%
1,408
-83
424
$94K 0.01%
491
+14
425
$93.8K 0.01%
2,570
+209
15 16
17
18 19