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
526
$7K ﹤0.01%
136
-2,862
527
$7K ﹤0.01%
58
528
$6K ﹤0.01%
67
-9
529
$6K ﹤0.01%
52
530
$6K ﹤0.01%
94
531
$6K ﹤0.01%
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532
$6K ﹤0.01%
60
533
$6K ﹤0.01%
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534
$6K ﹤0.01%
148
-57
535
$6K ﹤0.01%
+171
536
$6K ﹤0.01%
109
-41
537
$6K ﹤0.01%
33
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538
$6K ﹤0.01%
81
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$6K ﹤0.01%
57
+23
540
$6K ﹤0.01%
318
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541
$6K ﹤0.01%
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542
$6K ﹤0.01%
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543
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544
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43
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545
$6K ﹤0.01%
107
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546
$6K ﹤0.01%
266
-43
547
$6K ﹤0.01%
607
+453
548
$6K ﹤0.01%
193
-17
549
$6K ﹤0.01%
79
550
$6K ﹤0.01%
60
-800
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