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
426
$18K ﹤0.01%
600
427
$18K ﹤0.01%
1,261
-153
428
$18K ﹤0.01%
15
429
$17K ﹤0.01%
345
+197
430
$17K ﹤0.01%
94
431
$17K ﹤0.01%
349
-69
432
$16K ﹤0.01%
600
433
$16K ﹤0.01%
100
434
$16K ﹤0.01%
77
435
$16K ﹤0.01%
422
+27
436
$16K ﹤0.01%
1,214
+342
437
$16K ﹤0.01%
169
+45
438
$16K ﹤0.01%
712
+428
439
$16K ﹤0.01%
58
440
$16K ﹤0.01%
501
+125
441
$15K ﹤0.01%
272
442
$15K ﹤0.01%
226
443
$15K ﹤0.01%
375
-25
444
$15K ﹤0.01%
1,399
+1,054
445
$15K ﹤0.01%
610
446
$14K ﹤0.01%
648
447
$14K ﹤0.01%
320
448
$14K ﹤0.01%
61
449
$14K ﹤0.01%
91
-3
450
$14K ﹤0.01%
50
-651
16 17
18
19 20