MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
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
26
$5.53M 0.68%
26,760
+3,452
27
$5.4M 0.66%
19,929
-1,825
28
$5.36M 0.66%
38,349
-638
29
$5M 0.61%
13,652
+336
30
$4.93M 0.6%
26,442
31
$4.84M 0.59%
19,205
32
$4.78M 0.59%
17,387
-403
33
$4.59M 0.56%
21,921
-82
34
$4.52M 0.55%
19,729
+205
35
$4.37M 0.54%
25,649
+350
36
$4.28M 0.53%
17,466
+801
37
$4.15M 0.51%
5,025
-491
38
$3.77M 0.46%
42,031
-632
39
$3.74M 0.46%
18,724
+2,103
40
$3.71M 0.46%
24,169
+129
41
$3.67M 0.45%
14,152
+1,869
42
$3.41M 0.42%
13,947
+1,454
43
$3.16M 0.39%
24,500
+720
44
$3.08M 0.38%
3,251
+126
45
$3M 0.37%
22,647
+422
46
$3M 0.37%
9,599
+131
47
$2.97M 0.37%
5,674
+353
48
$2.91M 0.36%
35,622
+452
49
$2.87M 0.35%
32,664
+1,081
50
$2.69M 0.33%
4,902
+46
1
2
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