MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$6.68M
3 +$3.95M
4
BRBS icon
Blue Ridge Bankshares
BRBS
+$1.44M
5
ENB icon
Enbridge
ENB
+$1.38M

Top Sells

1 +$3.46M
2 +$2.56M
3 +$2.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.62M

Sector Composition

1 Industrials 31.62%
2 Technology 7.54%
3 Financials 5.08%
4 Healthcare 4.25%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-10,404