MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$105K 0.01%
8,879
427
$105K 0.01%
1,461
+123
428
$104K 0.01%
1,817
429
$104K 0.01%
6,642
430
$102K 0.01%
242
+42
431
$99.7K 0.01%
1,203
-200
432
$97.5K 0.01%
1,217
+333
433
$97K 0.01%
3,656
434
$95.9K 0.01%
996
+153
435
$94.7K 0.01%
837
+28
436
$93.3K 0.01%
1,304
+6
437
$91.7K 0.01%
+6,635
438
$91.6K 0.01%
+2,200
439
$91.6K 0.01%
2,410
440
$91.3K 0.01%
920
+150
441
$90.1K 0.01%
2,932
-1,720
442
$89.6K 0.01%
1,499
+36
443
$89.3K 0.01%
1,939
+859
444
$88.6K 0.01%
254
445
$88.3K 0.01%
4,000
446
$88K 0.01%
603
+150
447
$87.9K 0.01%
543
-76
448
$87.5K 0.01%
571
+117
449
$87.3K 0.01%
2,896
450
$87K 0.01%
779
+135
16 17
18
19 20