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
26
$4.2M 0.55%
26,442
-885
27
$4.09M 0.53%
21,854
28
$3.74M 0.49%
23,440
+2,116
29
$3.63M 0.48%
12,309
+258
30
$3.6M 0.47%
17,629
-50,865
31
$3.52M 0.46%
46,159
-1,497
32
$3.39M 0.44%
22,433
+5,036
33
$3.39M 0.44%
14,200
-11,603
34
$3.37M 0.44%
22,673
-400
35
$3.35M 0.44%
119,888
36
$3.35M 0.44%
8,694
-540
37
$3.1M 0.41%
33,386
-250
38
$2.95M 0.39%
23,149
+856
39
$2.7M 0.35%
14,745
+300
40
$2.68M 0.35%
35,911
+1,718
41
$2.68M 0.35%
+26,418
42
$2.51M 0.33%
12,080
+1,010
43
$2.45M 0.32%
5,186
+176
44
$2.44M 0.32%
12,513
45
$2.36M 0.31%
12,946
+1,452
46
$2.33M 0.31%
4,048
+2
47
$2.29M 0.3%
20,000
+19,915
48
$2.18M 0.29%
78,640
+18,060
49
$2.1M 0.28%
5,788
+737
50
$2.09M 0.27%
7,465
1
2
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