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
$913M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.93M
3
+$4.01M
4
ENB icon
Enbridge
ENB
+$1.46M
5
BRBS icon
Blue Ridge Bankshares
BRBS
+$1.46M

Top Sells

1
+$3.46M
2
+$2.68M
3
+$2.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.69M

Sector Composition

1 Industrials 31.62%
2 Technology 7.54%
3 Financials 5.08%
4 Healthcare 4.25%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K ﹤0.01%
154
+86
452
$14K ﹤0.01%
218
453
$14K ﹤0.01%
467
454
$13K ﹤0.01%
200
455
$13K ﹤0.01%
+668
456
$13K ﹤0.01%
144
457
$12K ﹤0.01%
228
458
$12K ﹤0.01%
54
459
$11K ﹤0.01%
132
460
$11K ﹤0.01%
1,261
461
$11K ﹤0.01%
400
462
$10K ﹤0.01%
3,678
463
$10K ﹤0.01%
549
464
$10K ﹤0.01%
90
-244
465
$10K ﹤0.01%
+700
466
$10K ﹤0.01%
180
467
$9K ﹤0.01%
+400
468
$9K ﹤0.01%
137
469
$8K ﹤0.01%
229
470
$8K ﹤0.01%
500
471
$8K ﹤0.01%
+400
472
$8K ﹤0.01%
+375
473
$8K ﹤0.01%
600
474
$8K ﹤0.01%
392
475
$8K ﹤0.01%
141
17 18
19
20 21