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
476
$27.4K ﹤0.01%
1,817
+1,332
477
$27.3K ﹤0.01%
50
478
$26.8K ﹤0.01%
529
479
$26.2K ﹤0.01%
2,245
+748
480
$26.1K ﹤0.01%
1,687
+796
481
$25.7K ﹤0.01%
+77
482
$25.4K ﹤0.01%
4,184
+901
483
$25K ﹤0.01%
+393
484
$24.6K ﹤0.01%
+376
485
$24.4K ﹤0.01%
146
-58
486
$23.8K ﹤0.01%
+33
487
$23.2K ﹤0.01%
3,321
+1,000
488
$23.1K ﹤0.01%
443
489
$22.8K ﹤0.01%
700
490
$22.1K ﹤0.01%
200
-466
491
$22K ﹤0.01%
115
492
$21.6K ﹤0.01%
272
493
$21.5K ﹤0.01%
102
494
$18.9K ﹤0.01%
+275
495
$18.8K ﹤0.01%
1,075
496
$18.8K ﹤0.01%
255
+195
497
$18.6K ﹤0.01%
239
498
$18.3K ﹤0.01%
408
+11
499
$18.1K ﹤0.01%
385
500
$18.1K ﹤0.01%
2,565
18 19
20
21 22