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
576
$7.89K ﹤0.01%
+251
577
$7.86K ﹤0.01%
91
+3
578
$7.81K ﹤0.01%
204
-24
579
$7.78K ﹤0.01%
+178
580
$7.7K ﹤0.01%
321
-24
581
$7.65K ﹤0.01%
279
-3
582
$7.47K ﹤0.01%
+182
583
$7.43K ﹤0.01%
+261
584
$7.34K ﹤0.01%
+68
585
$7.3K ﹤0.01%
116
586
$7.21K ﹤0.01%
94
587
$7.14K ﹤0.01%
+289
588
$6.93K ﹤0.01%
57
589
$6.89K ﹤0.01%
388
590
$6.88K ﹤0.01%
72
591
$6.86K ﹤0.01%
50
+10
592
$6.82K ﹤0.01%
609
593
$6.74K ﹤0.01%
247
+202
594
$6.33K ﹤0.01%
100
595
$6.33K ﹤0.01%
+64
596
$6.28K ﹤0.01%
25
-1
597
$6.24K ﹤0.01%
108
+93
598
$6.22K ﹤0.01%
+422
599
$6.19K ﹤0.01%
146
600
$6.16K ﹤0.01%
332
22 23
24
25 26