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
576
$33.1K ﹤0.01%
695
+690
577
$33.1K ﹤0.01%
168
-2
578
$32.9K ﹤0.01%
642
+135
579
$32.8K ﹤0.01%
+270
580
$32.6K ﹤0.01%
506
581
$32.6K ﹤0.01%
775
582
$32.5K ﹤0.01%
1,355
+1,283
583
$32.4K ﹤0.01%
1,888
+1,051
584
$32.2K ﹤0.01%
2,569
+1,557
585
$31.9K ﹤0.01%
590
+50
586
$31.5K ﹤0.01%
374
+299
587
$31.4K ﹤0.01%
283
+195
588
$31.3K ﹤0.01%
192
+138
589
$31.2K ﹤0.01%
816
+649
590
$31.2K ﹤0.01%
+1,811
591
$31K ﹤0.01%
398
+287
592
$30.2K ﹤0.01%
2,038
593
$30.2K ﹤0.01%
+260
594
$29.9K ﹤0.01%
419
595
$29.8K ﹤0.01%
+550
596
$29.7K ﹤0.01%
+434
597
$29.3K ﹤0.01%
492
+388
598
$29.1K ﹤0.01%
131
+4
599
$29K ﹤0.01%
441
600
$28.7K ﹤0.01%
505
+5
22 23
24
25 26