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
476
$8K ﹤0.01%
140
477
$8K ﹤0.01%
2,000
+1,000
478
$7K ﹤0.01%
210
479
$7K ﹤0.01%
103
+1
480
$7K ﹤0.01%
214
481
$6K ﹤0.01%
24
482
$6K ﹤0.01%
165
483
$6K ﹤0.01%
+300
484
$6K ﹤0.01%
101
485
$6K ﹤0.01%
557
486
$5K ﹤0.01%
+122
487
$5K ﹤0.01%
60
488
$5K ﹤0.01%
395
-199
489
$5K ﹤0.01%
335
490
$5K ﹤0.01%
5,000
491
$5K ﹤0.01%
1,046
492
$4K ﹤0.01%
150
493
$4K ﹤0.01%
12
494
$4K ﹤0.01%
1,621
+1,571
495
$4K ﹤0.01%
40
496
$3K ﹤0.01%
53
497
$3K ﹤0.01%
124
498
$3K ﹤0.01%
36
499
$3K ﹤0.01%
53
500
$2K ﹤0.01%
94
-47
18 19
20
21 22