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
576
$42.9K 0.01%
184
+39
577
$42.6K 0.01%
1,179
-9
578
$42.3K 0.01%
1,462
+260
579
$42.1K 0.01%
2,808
+153
580
$42K 0.01%
232
-8
581
$41.9K 0.01%
215
-100
582
$41.7K 0.01%
4,785
-73
583
$41.6K 0.01%
1,005
584
$40.8K 0.01%
740
+115
585
$40.7K 0.01%
631
586
$40.4K 0.01%
215
+9
587
$40.2K ﹤0.01%
203
+57
588
$40.1K ﹤0.01%
960
+174
589
$40.1K ﹤0.01%
3,739
+171
590
$39.5K ﹤0.01%
163
-28
591
$39.3K ﹤0.01%
284
-2
592
$38.8K ﹤0.01%
516
-36
593
$38.7K ﹤0.01%
1,034
+60
594
$38.6K ﹤0.01%
1,776
-18
595
$38.5K ﹤0.01%
166
+4
596
$38.3K ﹤0.01%
47
+9
597
$38.3K ﹤0.01%
641
+441
598
$38.1K ﹤0.01%
8,864
+4,415
599
$38K ﹤0.01%
1,399
-8
600
$37.7K ﹤0.01%
1,248
+243
22 23
24
25 26