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
$764M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.61M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.28M
5
UPS icon
United Parcel Service
UPS
+$2.19M

Top Sells

1
+$10.4M
2
+$2.77M
3
+$2.38M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M

Sector Composition

1 Industrials 18.02%
2 Technology 10.52%
3 Financials 7.49%
4 Healthcare 6.48%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$35.7K ﹤0.01%
2,241
+159
452
$35.7K ﹤0.01%
+153
453
$35.2K ﹤0.01%
170
454
$35K ﹤0.01%
423
455
$35K ﹤0.01%
3,637
-633
456
$34.5K ﹤0.01%
42
+37
457
$34.1K ﹤0.01%
+165
458
$33.7K ﹤0.01%
631
459
$33.2K ﹤0.01%
811
+211
460
$32.5K ﹤0.01%
414
461
$31.7K ﹤0.01%
544
-1,862
462
$31.4K ﹤0.01%
+1,787
463
$31.4K ﹤0.01%
+915
464
$31.1K ﹤0.01%
233
465
$30.4K ﹤0.01%
88
+87
466
$29.7K ﹤0.01%
53
+46
467
$29K ﹤0.01%
4,000
468
$28.8K ﹤0.01%
288
469
$28.7K ﹤0.01%
+2,826
470
$28.6K ﹤0.01%
356
+107
471
$28.1K ﹤0.01%
+1,000
472
$28K ﹤0.01%
+1,723
473
$28K ﹤0.01%
+56
474
$28K ﹤0.01%
+1,167
475
$27.7K ﹤0.01%
+3,278
17 18
19
20 21