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
526
$11.8K ﹤0.01%
108
527
$11.7K ﹤0.01%
10
528
$11.6K ﹤0.01%
51
529
$11.6K ﹤0.01%
157
-105
530
$11.6K ﹤0.01%
30
531
$11K ﹤0.01%
823
+222
532
$11K ﹤0.01%
744
533
$10.9K ﹤0.01%
114
+9
534
$10.5K ﹤0.01%
125
+20
535
$10.5K ﹤0.01%
102
536
$10.4K ﹤0.01%
68
537
$10.4K ﹤0.01%
+63
538
$10.4K ﹤0.01%
300
539
$10.2K ﹤0.01%
400
540
$10.1K ﹤0.01%
100
541
$10K ﹤0.01%
+321
542
$9.98K ﹤0.01%
74
-152
543
$9.96K ﹤0.01%
85
544
$9.94K ﹤0.01%
837
545
$9.92K ﹤0.01%
61
+7
546
$9.9K ﹤0.01%
223
+1
547
$9.88K ﹤0.01%
53
-3
548
$9.69K ﹤0.01%
75
549
$9.66K ﹤0.01%
143
-1,648
550
$9.58K ﹤0.01%
113
-2
20 21
22
23 24