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
626
$3K ﹤0.01%
140
-90
627
$3K ﹤0.01%
41
-38
628
$3K ﹤0.01%
32
-99
629
$3K ﹤0.01%
27
-7
630
$3K ﹤0.01%
33
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631
$3K ﹤0.01%
27
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632
$3K ﹤0.01%
+170
633
$3K ﹤0.01%
51
634
$3K ﹤0.01%
59
635
$3K ﹤0.01%
31
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636
$3K ﹤0.01%
17
637
$3K ﹤0.01%
+13
638
$3K ﹤0.01%
222
-488
639
$3K ﹤0.01%
93
-61
640
$3K ﹤0.01%
+210
641
$3K ﹤0.01%
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642
$3K ﹤0.01%
103
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643
$3K ﹤0.01%
108
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644
$3K ﹤0.01%
8
645
$3K ﹤0.01%
61
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646
$3K ﹤0.01%
+70
647
$3K ﹤0.01%
29
+1
648
$3K ﹤0.01%
14
649
$3K ﹤0.01%
374
+52
650
$3K ﹤0.01%
+286
24 25
26
27 28