MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
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%
38
+10
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%
176
+151
607
$3K ﹤0.01%
69
-115
608
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84
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609
$3K ﹤0.01%
65
-34
610
$3K ﹤0.01%
300
611
$3K ﹤0.01%
374
+52
612
$3K ﹤0.01%
+286
613
$3K ﹤0.01%
+27
614
$3K ﹤0.01%
44
-35
615
$3K ﹤0.01%
546
+60
616
$3K ﹤0.01%
+86
617
$3K ﹤0.01%
272
-598
618
$3K ﹤0.01%
34
619
$3K ﹤0.01%
75
-27
620
$3K ﹤0.01%
51
-1
621
$3K ﹤0.01%
69
-20
622
$3K ﹤0.01%
37
623
$3K ﹤0.01%
+146
624
$3K ﹤0.01%
33
-11
625
$3K ﹤0.01%
52
-8
23 24
25
26 27