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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$46.8K 0.01%
4,380
552
$46.7K 0.01%
+204
553
$46.7K 0.01%
1,302
+186
554
$46.6K 0.01%
355
+51
555
$46.5K 0.01%
903
+221
556
$46.2K 0.01%
1,805
557
$46.2K 0.01%
1,263
-5
558
$44.7K 0.01%
500
559
$44.5K 0.01%
631
560
$43.9K 0.01%
370
+29
561
$43.8K 0.01%
424
+50
562
$43.8K 0.01%
324
-463
563
$42.8K 0.01%
858
-92
564
$42.7K 0.01%
1,052
+11
565
$42.6K 0.01%
305
+56
566
$42.4K 0.01%
244
+200
567
$42.3K 0.01%
640
568
$41.9K ﹤0.01%
+1,300
569
$41.9K ﹤0.01%
1,794
+141
570
$41.7K ﹤0.01%
2,179
571
$41.5K ﹤0.01%
270
572
$41.3K ﹤0.01%
580
+11
573
$41.2K ﹤0.01%
642
574
$41K ﹤0.01%
1,811
575
$40K ﹤0.01%
1,350
+475
21 22
23
24 25