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
426
$23K ﹤0.01%
215
427
$23K ﹤0.01%
+1,440
428
$23K ﹤0.01%
925
429
$23K ﹤0.01%
110
+40
430
$23K ﹤0.01%
278
431
$23K ﹤0.01%
782
+360
432
$22K ﹤0.01%
15
433
$22K ﹤0.01%
1,242
434
$21K ﹤0.01%
246
-454
435
$21K ﹤0.01%
1,200
+958
436
$20K ﹤0.01%
804
437
$20K ﹤0.01%
281
438
$20K ﹤0.01%
200
439
$19K ﹤0.01%
2,610
440
$18K ﹤0.01%
1,434
441
$17K ﹤0.01%
87
442
$17K ﹤0.01%
1,261
443
$17K ﹤0.01%
+360
444
$17K ﹤0.01%
266
445
$17K ﹤0.01%
322
446
$17K ﹤0.01%
193
447
$16K ﹤0.01%
415
448
$15K ﹤0.01%
150
449
$15K ﹤0.01%
600
+200
450
$14K ﹤0.01%
10
16 17
18
19 20