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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$975K
3 +$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1 +$10.4M
2 +$6.47M
3 +$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$128K 0.02%
718
+20
402
$128K 0.02%
1,116
+100
403
$127K 0.01%
1,084
+71
404
$126K 0.01%
2,307
-209
405
$126K 0.01%
657
-4
406
$125K 0.01%
735
407
$124K 0.01%
506
+15
408
$123K 0.01%
720
+160
409
$123K 0.01%
2,871
+301
410
$118K 0.01%
1,350
-400
411
$118K 0.01%
4,115
412
$117K 0.01%
1,071
+350
413
$117K 0.01%
648
-3
414
$117K 0.01%
2,700
415
$116K 0.01%
1,352
+37
416
$113K 0.01%
933
+4
417
$112K 0.01%
1,726
+97
418
$109K 0.01%
1,927
419
$108K 0.01%
1,401
-7
420
$108K 0.01%
+4,000
421
$107K 0.01%
378
422
$107K 0.01%
1,471
+1,383
423
$106K 0.01%
650
424
$105K 0.01%
+3,160
425
$104K 0.01%
206
-14