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
626
$4.77K ﹤0.01%
78
-21
627
$4.74K ﹤0.01%
1,000
628
$4.74K ﹤0.01%
58
629
$4.66K ﹤0.01%
32
630
$4.65K ﹤0.01%
47
631
$4.65K ﹤0.01%
87
+31
632
$4.64K ﹤0.01%
71
633
$4.64K ﹤0.01%
200
634
$4.62K ﹤0.01%
260
635
$4.56K ﹤0.01%
316
-135
636
$4.55K ﹤0.01%
21
637
$4.52K ﹤0.01%
77
-3
638
$4.48K ﹤0.01%
78
-9
639
$4.45K ﹤0.01%
61
-1
640
$4.43K ﹤0.01%
51
+15
641
$4.42K ﹤0.01%
93
-9
642
$4.41K ﹤0.01%
73
+3
643
$4.3K ﹤0.01%
34
644
$4.23K ﹤0.01%
73
-16
645
$4.22K ﹤0.01%
78
-36
646
$4.18K ﹤0.01%
254
+31
647
$4.17K ﹤0.01%
38
-2
648
$4.16K ﹤0.01%
62
-3
649
$4.16K ﹤0.01%
167
-52
650
$4.14K ﹤0.01%
265
+53
24 25
26
27 28