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
501
$50.7K 0.01%
959
+122
502
$50.5K 0.01%
+300
503
$50.5K 0.01%
2,409
504
$50.4K 0.01%
1,400
+1,164
505
$48.9K 0.01%
243
+213
506
$48.8K 0.01%
468
+139
507
$48.3K 0.01%
616
+463
508
$48.2K 0.01%
947
+839
509
$48K 0.01%
2,887
+1,332
510
$47.9K 0.01%
+4,380
511
$47.5K 0.01%
124
+29
512
$46.2K 0.01%
950
+83
513
$45.8K 0.01%
+935
514
$45.8K 0.01%
619
515
$45.6K 0.01%
1,000
516
$45.3K 0.01%
866
+807
517
$45.2K 0.01%
3,810
-1,063
518
$45.1K 0.01%
2,179
519
$44.5K 0.01%
+1,670
520
$44.3K 0.01%
1,008
521
$44.2K 0.01%
415
522
$44K 0.01%
460
+305
523
$43.7K 0.01%
3,316
+2,428
524
$43.6K 0.01%
4,346
+1,780
525
$43.5K 0.01%
866
+312
19 20
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