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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.62M
3
+$4.35M
4
AAPL icon
Apple
AAPL
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M

Top Sells

1
+$9.74M
2
+$5.8M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.64M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
88
+36
602
$4K ﹤0.01%
336
603
$4K ﹤0.01%
+185
604
$4K ﹤0.01%
169
+51
605
$4K ﹤0.01%
+115
606
$3K ﹤0.01%
+86
607
$3K ﹤0.01%
272
-598
608
$3K ﹤0.01%
34
609
$3K ﹤0.01%
75
-27
610
$3K ﹤0.01%
51
-1
611
$3K ﹤0.01%
69
-20
612
$3K ﹤0.01%
37
613
$3K ﹤0.01%
+27
614
$3K ﹤0.01%
+146
615
$3K ﹤0.01%
33
-11
616
$3K ﹤0.01%
52
-8
617
$3K ﹤0.01%
30
+15
618
$3K ﹤0.01%
176
+151
619
$3K ﹤0.01%
69
-115
620
$3K ﹤0.01%
84
-122
621
$3K ﹤0.01%
65
-34
622
$3K ﹤0.01%
300
623
$3K ﹤0.01%
1,000
624
$3K ﹤0.01%
+237
625
$3K ﹤0.01%
102
-44
23 24
25
26 27