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
451
$86.2K 0.01%
2,598
+1,285
452
$85.3K 0.01%
147
+27
453
$85.2K 0.01%
1,468
+9
454
$84.7K 0.01%
1,700
455
$84.7K 0.01%
446
+57
456
$84.6K 0.01%
614
+59
457
$84.4K 0.01%
2,074
-551
458
$84.1K 0.01%
1,204
+99
459
$84K 0.01%
243
+128
460
$83.9K 0.01%
1,030
+503
461
$83.7K 0.01%
2,397
+42
462
$83.4K 0.01%
1,370
+4
463
$83.2K 0.01%
1,072
464
$82.3K 0.01%
570
465
$82K 0.01%
2,750
+800
466
$82K 0.01%
494
+100
467
$81.6K 0.01%
567
+2
468
$81.1K 0.01%
744
+93
469
$80.8K 0.01%
349
470
$80K 0.01%
2,712
+2,313
471
$80K 0.01%
1,030
472
$79.3K 0.01%
378
+1
473
$77.5K 0.01%
1,605
+178
474
$76.5K 0.01%
500
+230
475
$76K 0.01%
575
17 18
19
20 21