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
26
$5.43M 0.59%
39,608
+1,057
27
$5.39M 0.59%
20,321
+462
28
$5M 0.55%
31,722
+1,150
29
$4.78M 0.52%
16,253
30
$4.17M 0.46%
23,719
31
$4.14M 0.45%
61,800
32
$4.05M 0.44%
75,564
+74,941
33
$4.01M 0.44%
59,960
+2,000
34
$3.9M 0.43%
44,955
+807
35
$3.63M 0.4%
26,035
+800
36
$3.63M 0.4%
24,854
+574
37
$3.61M 0.39%
26,457
38
$3.43M 0.37%
91,136
39
$3.19M 0.35%
53,385
+2,550
40
$3.02M 0.33%
108,420
-150
41
$3.02M 0.33%
13,816
42
$2.85M 0.31%
17,982
43
$2.56M 0.28%
39,679
44
$2.51M 0.27%
47,373
+1,000
45
$2.48M 0.27%
44,791
-1,200
46
$2.47M 0.27%
19,758
+662
47
$2.46M 0.27%
80,100
48
$2.42M 0.26%
27,408
+1,400
49
$2.34M 0.26%
17,447
50
$2.19M 0.24%
11,086
+1,200
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