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
551
$9.49K ﹤0.01%
36
552
$9.42K ﹤0.01%
3,341
553
$9.35K ﹤0.01%
168
+17
554
$9.34K ﹤0.01%
+202
555
$9.31K ﹤0.01%
565
556
$9.01K ﹤0.01%
+94
557
$8.96K ﹤0.01%
+852
558
$8.86K ﹤0.01%
246
559
$8.84K ﹤0.01%
+38
560
$8.81K ﹤0.01%
13,548
561
$8.77K ﹤0.01%
76
562
$8.72K ﹤0.01%
245
+64
563
$8.6K ﹤0.01%
80
564
$8.5K ﹤0.01%
+196
565
$8.42K ﹤0.01%
50
566
$8.34K ﹤0.01%
300
567
$8.22K ﹤0.01%
24
-2
568
$8.19K ﹤0.01%
89
-53
569
$8.17K ﹤0.01%
141
-40
570
$8.17K ﹤0.01%
12
571
$8.05K ﹤0.01%
311
-933
572
$7.98K ﹤0.01%
200
573
$7.96K ﹤0.01%
127
+12
574
$7.9K ﹤0.01%
107
575
$7.9K ﹤0.01%
+674
21 22
23
24 25