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
601
$37.4K ﹤0.01%
453
+140
602
$37.2K ﹤0.01%
1,407
+4
603
$37.2K ﹤0.01%
393
604
$37.2K ﹤0.01%
1,791
-14
605
$37.1K ﹤0.01%
574
+17
606
$37K ﹤0.01%
510
+20
607
$36.9K ﹤0.01%
1,331
-99
608
$36.8K ﹤0.01%
516
-125
609
$36.7K ﹤0.01%
652
-48
610
$36.7K ﹤0.01%
2,518
611
$36.5K ﹤0.01%
809
-25
612
$36.3K ﹤0.01%
166
613
$35.8K ﹤0.01%
752
614
$35.5K ﹤0.01%
601
+130
615
$35.2K ﹤0.01%
235
+108
616
$35K ﹤0.01%
1,785
+332
617
$34.7K ﹤0.01%
220
-50
618
$34.3K ﹤0.01%
1,022
-637
619
$34.3K ﹤0.01%
+1,625
620
$34K ﹤0.01%
4,380
621
$34K ﹤0.01%
1,000
622
$34K ﹤0.01%
307
-104
623
$33.7K ﹤0.01%
2,220
+510
624
$33.3K ﹤0.01%
2,238
+46
625
$32.7K ﹤0.01%
1,022
+210
23 24
25
26 27