MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$48.8K 0.01%
3,000
+1,000
552
$48.6K 0.01%
900
553
$48.5K 0.01%
3,416
-251
554
$48.5K 0.01%
1,699
+1,071
555
$48.4K 0.01%
1,278
+419
556
$48.4K 0.01%
700
557
$47.7K 0.01%
872
-99
558
$47.4K 0.01%
782
+144
559
$47.2K 0.01%
1,552
-831
560
$47.2K 0.01%
300
561
$47.1K 0.01%
1,930
562
$47.1K 0.01%
323
+18
563
$46.6K 0.01%
662
564
$46.3K 0.01%
415
565
$45.9K 0.01%
652
+252
566
$45.5K 0.01%
1,705
+380
567
$45K 0.01%
377
-150
568
$45K 0.01%
428
+2
569
$45K 0.01%
825
+256
570
$44.8K 0.01%
890
+8
571
$44.5K 0.01%
500
572
$43.7K 0.01%
820
-222
573
$43.7K 0.01%
2,030
+4
574
$43.5K 0.01%
238
+1
575
$43.4K 0.01%
618
-20
21 22
23
24 25