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
426
$90K 0.01%
1,298
+1
427
$85.5K 0.01%
788
-4
428
$84.2K 0.01%
3,323
-2
429
$83.7K 0.01%
580
430
$81.5K 0.01%
4,000
431
$81.4K 0.01%
1,516
-113
432
$80.9K 0.01%
1,123
+15
433
$80.8K 0.01%
1,700
434
$79.9K 0.01%
1,078
+45
435
$79.4K 0.01%
511
+106
436
$79.1K 0.01%
2,740
437
$78.7K 0.01%
2,550
438
$78.1K 0.01%
+415
439
$77.2K 0.01%
947
+491
440
$76.4K 0.01%
1,328
+165
441
$76K 0.01%
337
+52
442
$75.9K 0.01%
1,200
+441
443
$75.6K 0.01%
+2,410
444
$75.2K 0.01%
1,051
-3
445
$74K 0.01%
300
446
$73.7K 0.01%
772
-407
447
$73.5K 0.01%
772
+25
448
$73.4K 0.01%
602
+372
449
$72.7K 0.01%
636
+161
450
$71.2K 0.01%
317
-177
16 17
18
19 20