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
$832M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.38M
3
+$934K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$780K
5
CEG icon
Constellation Energy
CEG
+$744K

Top Sells

1
+$2.17M
2
+$2.02M
3
+$1.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M
5
UPS icon
United Parcel Service
UPS
+$997K

Sector Composition

1 Technology 15%
2 Industrials 13.96%
3 Financials 7.56%
4 Consumer Discretionary 6.2%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$70.4K 0.01%
721
452
$70.2K 0.01%
+4,570
453
$69.4K 0.01%
1,366
454
$68.4K 0.01%
+1,260
455
$68K 0.01%
1,454
+1,450
456
$67.7K 0.01%
254
+1
457
$67.4K 0.01%
520
+1
458
$65.1K 0.01%
786
459
$65K 0.01%
611
-84
460
$65K 0.01%
446
+388
461
$64.4K 0.01%
3,579
-26
462
$63.8K 0.01%
1,942
463
$63.7K 0.01%
1,275
+1,155
464
$63.3K 0.01%
3,379
+402
465
$61.4K 0.01%
620
+547
466
$61K 0.01%
349
+338
467
$60.2K 0.01%
1,251
+1,030
468
$60.1K 0.01%
+330
469
$59.5K 0.01%
900
470
$59.2K 0.01%
479
+345
471
$58.5K 0.01%
805
-54
472
$58.3K 0.01%
600
473
$57.3K 0.01%
1,000
474
$56.7K 0.01%
69
475
$56.4K 0.01%
1,189
+206
17 18
19
20 21