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
526
$43.5K 0.01%
500
527
$43.4K 0.01%
399
528
$43.3K 0.01%
913
+52
529
$43K 0.01%
682
+410
530
$42.9K 0.01%
304
+7
531
$42.8K 0.01%
991
+117
532
$42.4K 0.01%
1,805
533
$42.2K 0.01%
555
+294
534
$42.2K 0.01%
+798
535
$42K 0.01%
1,465
+197
536
$41.9K 0.01%
192
+32
537
$41.8K 0.01%
+775
538
$41.8K 0.01%
+690
539
$41.4K 0.01%
575
540
$41K ﹤0.01%
631
541
$40.5K ﹤0.01%
564
+381
542
$40.3K ﹤0.01%
+2,031
543
$39.7K ﹤0.01%
662
544
$39.6K ﹤0.01%
+484
545
$39.2K ﹤0.01%
+1,268
546
$39.1K ﹤0.01%
1,116
-577
547
$38.9K ﹤0.01%
728
+492
548
$38.8K ﹤0.01%
640
+570
549
$38.5K ﹤0.01%
154
550
$38.5K ﹤0.01%
411
+74
20 21
22
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