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
601
$6.08K ﹤0.01%
46
602
$6.07K ﹤0.01%
439
+43
603
$5.98K ﹤0.01%
899
+747
604
$5.96K ﹤0.01%
136
-34
605
$5.93K ﹤0.01%
+64
606
$5.91K ﹤0.01%
228
607
$5.81K ﹤0.01%
193
-22
608
$5.73K ﹤0.01%
18
609
$5.63K ﹤0.01%
131
610
$5.38K ﹤0.01%
64
-1
611
$5.37K ﹤0.01%
464
-42
612
$5.29K ﹤0.01%
96
613
$5.26K ﹤0.01%
84
614
$5.26K ﹤0.01%
53
-30
615
$5.26K ﹤0.01%
108
+75
616
$5.21K ﹤0.01%
214
+19
617
$5.1K ﹤0.01%
22
+9
618
$5.05K ﹤0.01%
70
619
$5.04K ﹤0.01%
40
-10
620
$4.96K ﹤0.01%
60
621
$4.91K ﹤0.01%
58
+5
622
$4.86K ﹤0.01%
143
623
$4.85K ﹤0.01%
54
+44
624
$4.83K ﹤0.01%
1,270
625
$4.79K ﹤0.01%
98
23 24
25
26 27