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
$832M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.38M
3
+$934K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$780K
5
CEG icon
Constellation Energy
CEG
+$744K

Top Sells

1
+$2.17M
2
+$2.02M
3
+$1.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M
5
UPS icon
United Parcel Service
UPS
+$997K

Sector Composition

1 Technology 15%
2 Industrials 13.96%
3 Financials 7.56%
4 Consumer Discretionary 6.2%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$55.8K 0.01%
998
+867
477
$55.5K 0.01%
727
+232
478
$55.3K 0.01%
48,097
479
$55.3K 0.01%
1,320
+752
480
$55.1K 0.01%
829
+195
481
$55.1K 0.01%
560
+465
482
$55K 0.01%
1,550
483
$54.9K 0.01%
700
484
$54.9K 0.01%
1,261
+802
485
$54.8K 0.01%
204
-65
486
$54K 0.01%
1,000
487
$54K 0.01%
+1,030
488
$53.5K 0.01%
686
+65
489
$53.3K 0.01%
621
+582
490
$53.1K 0.01%
90
+6
491
$53K 0.01%
1,489
+18
492
$53K 0.01%
300
493
$52.8K 0.01%
1,193
+894
494
$52.5K 0.01%
700
495
$52.4K 0.01%
895
+8
496
$51.9K 0.01%
119
-16
497
$51.5K 0.01%
734
-403
498
$51.5K 0.01%
4,841
-34
499
$51.4K 0.01%
1,300
500
$51.2K 0.01%
639
+34
18 19
20
21 22