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
551
$38.4K ﹤0.01%
1,389
+918
552
$38.1K ﹤0.01%
+875
553
$37.5K ﹤0.01%
+569
554
$37.1K ﹤0.01%
1,304
+1,169
555
$37K ﹤0.01%
150
-18
556
$36.4K ﹤0.01%
462
+461
557
$36K ﹤0.01%
1,041
+530
558
$35.9K ﹤0.01%
+330
559
$35.8K ﹤0.01%
144
-1
560
$35.7K ﹤0.01%
9,850
561
$34.9K ﹤0.01%
+2,047
562
$34.4K ﹤0.01%
249
563
$34.4K ﹤0.01%
+1,850
564
$34.1K ﹤0.01%
1,877
+691
565
$34K ﹤0.01%
161
+99
566
$33.9K ﹤0.01%
+880
567
$33.8K ﹤0.01%
529
+508
568
$33.7K ﹤0.01%
876
+495
569
$33.6K ﹤0.01%
1,044
-168
570
$33.5K ﹤0.01%
2,518
571
$33.4K ﹤0.01%
104
+25
572
$33.3K ﹤0.01%
588
-18
573
$33.3K ﹤0.01%
341
-935
574
$33.3K ﹤0.01%
+283
575
$33.1K ﹤0.01%
1,653
+1,641
21 22
23
24 25