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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.62M
3
+$4.35M
4
AAPL icon
Apple
AAPL
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M

Top Sells

1
+$9.74M
2
+$5.8M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.64M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K ﹤0.01%
228
452
$14K ﹤0.01%
122
-15
453
$13K ﹤0.01%
+3,000
454
$13K ﹤0.01%
34
455
$13K ﹤0.01%
92
-4
456
$13K ﹤0.01%
138
457
$13K ﹤0.01%
73
-13
458
$12K ﹤0.01%
130
459
$12K ﹤0.01%
10
460
$12K ﹤0.01%
1,075
+820
461
$12K ﹤0.01%
2,322
+723
462
$12K ﹤0.01%
828
-4
463
$12K ﹤0.01%
144
464
$12K ﹤0.01%
256
465
$12K ﹤0.01%
106
+13
466
$12K ﹤0.01%
82
467
$11K ﹤0.01%
23
468
$11K ﹤0.01%
271
469
$11K ﹤0.01%
228
-2
470
$11K ﹤0.01%
702
471
$11K ﹤0.01%
174
472
$11K ﹤0.01%
+119
473
$11K ﹤0.01%
190
+62
474
$11K ﹤0.01%
300
-321
475
$11K ﹤0.01%
62
-12
17 18
19
20 21