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
501
$18K ﹤0.01%
80
502
$17.9K ﹤0.01%
475
503
$17.7K ﹤0.01%
178
-12
504
$17.7K ﹤0.01%
775
505
$17.6K ﹤0.01%
15
506
$17.6K ﹤0.01%
300
-3,500
507
$17.5K ﹤0.01%
77
508
$17.1K ﹤0.01%
314
509
$17K ﹤0.01%
54
510
$16.7K ﹤0.01%
+523
511
$16.3K ﹤0.01%
513
-24
512
$16K ﹤0.01%
112
513
$15.6K ﹤0.01%
1,261
514
$15.2K ﹤0.01%
33
515
$15.1K ﹤0.01%
228
516
$15.1K ﹤0.01%
+210
517
$14.8K ﹤0.01%
291
518
$14.8K ﹤0.01%
1,847
519
$14.4K ﹤0.01%
100
520
$13.5K ﹤0.01%
508
+65
521
$13.1K ﹤0.01%
738
+178
522
$12.9K ﹤0.01%
300
523
$12.8K ﹤0.01%
+404
524
$12.4K ﹤0.01%
+381
525
$12.1K ﹤0.01%
160
+12
19 20
21
22 23