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
626
$24.4K ﹤0.01%
249
+21
627
$24.4K ﹤0.01%
674
+550
628
$24.2K ﹤0.01%
311
+169
629
$24.2K ﹤0.01%
782
+621
630
$24.1K ﹤0.01%
500
631
$24K ﹤0.01%
610
+63
632
$23.7K ﹤0.01%
183
-700
633
$23.6K ﹤0.01%
+400
634
$23.5K ﹤0.01%
+5,850
635
$23.5K ﹤0.01%
1,816
+1,334
636
$23.4K ﹤0.01%
492
637
$23.4K ﹤0.01%
+563
638
$23.3K ﹤0.01%
3,649
+1,621
639
$23K ﹤0.01%
194
+82
640
$22.9K ﹤0.01%
400
+51
641
$22.8K ﹤0.01%
+458
642
$22.7K ﹤0.01%
1,787
643
$22.3K ﹤0.01%
2,992
+2,455
644
$22.2K ﹤0.01%
5,246
645
$21.9K ﹤0.01%
464
-105
646
$21.8K ﹤0.01%
+239
647
$21.7K ﹤0.01%
2,175
+1,295
648
$21.6K ﹤0.01%
234
-15
649
$21.6K ﹤0.01%
711
+617
650
$21.5K ﹤0.01%
+181
24 25
26
27 28