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
601
$28.6K ﹤0.01%
28
602
$28.6K ﹤0.01%
887
603
$28.3K ﹤0.01%
73
-11
604
$27.8K ﹤0.01%
451
+13
605
$27.7K ﹤0.01%
387
606
$27.7K ﹤0.01%
542
+297
607
$27.3K ﹤0.01%
+490
608
$26.9K ﹤0.01%
528
+463
609
$26.8K ﹤0.01%
147
+108
610
$26.5K ﹤0.01%
519
+363
611
$26.2K ﹤0.01%
420
+320
612
$26.2K ﹤0.01%
2,953
+1,701
613
$26.2K ﹤0.01%
5,656
-6,481
614
$26.2K ﹤0.01%
148
+22
615
$25.9K ﹤0.01%
1,930
+393
616
$25.8K ﹤0.01%
+60
617
$25.7K ﹤0.01%
892
+851
618
$25.5K ﹤0.01%
525
+37
619
$25.2K ﹤0.01%
282
+3
620
$25K ﹤0.01%
+1,331
621
$25K ﹤0.01%
875
-4
622
$25K ﹤0.01%
375
+35
623
$24.7K ﹤0.01%
739
+64
624
$24.6K ﹤0.01%
1,561
+1,483
625
$24.6K ﹤0.01%
+1,930
23 24
25
26 27