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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.62M
3
+$4.35M
4
AAPL icon
Apple
AAPL
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M

Top Sells

1
+$9.74M
2
+$5.8M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.64M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
+442
477
$10K ﹤0.01%
+622
478
$10K ﹤0.01%
112
-20
479
$10K ﹤0.01%
198
480
$10K ﹤0.01%
210
+100
481
$10K ﹤0.01%
410
+35
482
$10K ﹤0.01%
85
-5
483
$10K ﹤0.01%
68
484
$10K ﹤0.01%
166
+34
485
$10K ﹤0.01%
959
+485
486
$10K ﹤0.01%
56
487
$10K ﹤0.01%
46
488
$10K ﹤0.01%
68
489
$9K ﹤0.01%
75
-5
490
$9K ﹤0.01%
92
-39
491
$9K ﹤0.01%
+56
492
$9K ﹤0.01%
260
493
$9K ﹤0.01%
75
494
$9K ﹤0.01%
114
495
$9K ﹤0.01%
110
496
$9K ﹤0.01%
113
-37
497
$9K ﹤0.01%
63
498
$9K ﹤0.01%
30
499
$9K ﹤0.01%
100
500
$9K ﹤0.01%
376
18 19
20
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