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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.4M 0.63%
13,328
+170
27
$5.31M 0.62%
26,442
28
$5.14M 0.6%
19,219
-157
29
$5.13M 0.6%
22,742
-397
30
$5.08M 0.59%
17,936
+4
31
$5.02M 0.59%
44,236
-223
32
$4.92M 0.58%
25,944
+22
33
$4.73M 0.55%
8,194
-11,213
34
$4.64M 0.54%
19,228
+5
35
$4.39M 0.51%
22,248
+267
36
$4.39M 0.51%
25,325
+143
37
$4.26M 0.5%
20,202
-11
38
$4.17M 0.49%
4,704
+538
39
$4.07M 0.48%
23,952
-328
40
$3.59M 0.42%
16,256
-13,850
41
$3.28M 0.38%
12,535
+382
42
$3.19M 0.37%
5,440
-40
43
$3.13M 0.37%
5,361
+116
44
$3.05M 0.36%
23,780
-1,230
45
$3.04M 0.36%
12,493
46
$2.95M 0.35%
35,596
+202
47
$2.95M 0.35%
10,901
+91
48
$2.87M 0.34%
9,410
+222
49
$2.81M 0.33%
3,168
-89
50
$2.78M 0.33%
8,854
-10
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2
3 4 5