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
501
$9K ﹤0.01%
200
502
$8K ﹤0.01%
281
503
$8K ﹤0.01%
90
504
$8K ﹤0.01%
200
505
$8K ﹤0.01%
294
-20
506
$8K ﹤0.01%
400
507
$8K ﹤0.01%
650
-139
508
$8K ﹤0.01%
119
-13
509
$8K ﹤0.01%
56
510
$8K ﹤0.01%
+744
511
$8K ﹤0.01%
120
512
$8K ﹤0.01%
300
513
$8K ﹤0.01%
50
514
$8K ﹤0.01%
1,533
+1,132
515
$7K ﹤0.01%
40
516
$7K ﹤0.01%
477
+348
517
$7K ﹤0.01%
392
518
$7K ﹤0.01%
135
+12
519
$7K ﹤0.01%
108
520
$7K ﹤0.01%
79
521
$7K ﹤0.01%
+84
522
$7K ﹤0.01%
296
523
$7K ﹤0.01%
80
524
$7K ﹤0.01%
+286
525
$7K ﹤0.01%
560
19 20
21
22 23