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
426
$103K 0.01%
982
+346
427
$101K 0.01%
1,936
+147
428
$99.6K 0.01%
1,510
+182
429
$99.4K 0.01%
+7,799
430
$98.2K 0.01%
1,508
-8
431
$97.5K 0.01%
1,235
+157
432
$96.7K 0.01%
714
+112
433
$96.7K 0.01%
1,298
434
$94.7K 0.01%
4,000
435
$92.1K 0.01%
511
436
$90.1K 0.01%
801
437
$88.6K 0.01%
770
+250
438
$88.6K 0.01%
2,410
439
$86.7K 0.01%
775
+3
440
$86.4K 0.01%
415
441
$86.4K 0.01%
2,209
+854
442
$85.6K 0.01%
829
443
$85.6K 0.01%
329
-358
444
$85.1K 0.01%
788
445
$84.4K 0.01%
680
+100
446
$83K 0.01%
1,700
447
$82.9K 0.01%
4,145
+23
448
$82K 0.01%
2,550
449
$81K 0.01%
1,079
-44
450
$81K 0.01%
772