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
551
$6K ﹤0.01%
40
552
$6K ﹤0.01%
+205
553
$6K ﹤0.01%
+226
554
$5K ﹤0.01%
317
-31
555
$5K ﹤0.01%
155
+25
556
$5K ﹤0.01%
235
-823
557
$5K ﹤0.01%
72
+10
558
$5K ﹤0.01%
+254
559
$5K ﹤0.01%
26
+11
560
$5K ﹤0.01%
11
+2
561
$5K ﹤0.01%
+654
562
$5K ﹤0.01%
77
+11
563
$5K ﹤0.01%
65
+23
564
$5K ﹤0.01%
68
+42
565
$5K ﹤0.01%
88
+34
566
$5K ﹤0.01%
91
-9
567
$5K ﹤0.01%
126
+23
568
$5K ﹤0.01%
+78
569
$5K ﹤0.01%
500,000
570
$5K ﹤0.01%
251
+81
571
$4K ﹤0.01%
171
-24
572
$4K ﹤0.01%
430
+130
573
$4K ﹤0.01%
110
+64
574
$4K ﹤0.01%
67
-1
575
$4K ﹤0.01%
+40
21 22
23
24 25