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
426
$48.8K 0.01%
10,561
427
$48.1K 0.01%
780
-2,397
428
$47.6K 0.01%
887
429
$46.9K 0.01%
239
+218
430
$45.4K 0.01%
4,053
+2,707
431
$44.8K 0.01%
542
+505
432
$44.7K 0.01%
1,523
433
$43.7K 0.01%
+1,347
434
$43.6K 0.01%
+662
435
$43.4K 0.01%
712
-4,031
436
$43K 0.01%
1,144
437
$42.9K 0.01%
878
-1,258
438
$42K 0.01%
619
439
$40.3K 0.01%
+219
440
$39.3K 0.01%
+2,497
441
$39.1K 0.01%
730
+193
442
$38.4K 0.01%
482
443
$38K 0.01%
2,703
444
$37.9K 0.01%
1,188
445
$37.4K ﹤0.01%
+352
446
$37.3K ﹤0.01%
+514
447
$37K ﹤0.01%
916
+250
448
$36.9K ﹤0.01%
466
449
$36.3K ﹤0.01%
419
450
$35.8K ﹤0.01%
232
+215
16 17
18
19 20