MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$64.1K 0.01%
1,029
502
$63.9K 0.01%
980
-75
503
$63.2K 0.01%
4,643
+748
504
$63.2K 0.01%
1,390
-10
505
$62.7K 0.01%
+1,300
506
$62.5K 0.01%
711
+516
507
$62.3K 0.01%
274
508
$62.1K 0.01%
503
+131
509
$62.1K 0.01%
726
-130
510
$61.9K 0.01%
3,328
511
$61.6K 0.01%
3,670
512
$61.5K 0.01%
1,000
513
$61.4K 0.01%
702
-99
514
$61.3K 0.01%
833
+90
515
$61K 0.01%
261
+63
516
$60.7K 0.01%
883
+241
517
$60.2K 0.01%
1,021
+107
518
$59.3K 0.01%
955
-132
519
$59.2K 0.01%
448
+157
520
$58.9K 0.01%
1,170
-5
521
$58.8K 0.01%
957
+63
522
$58.8K 0.01%
103
523
$58.6K 0.01%
1,590
+40
524
$56.7K 0.01%
588
-2,759
525
$56K 0.01%
619
19 20
21
22 23