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
626
$32.4K ﹤0.01%
2,179
627
$32.2K ﹤0.01%
6,506
+4,625
628
$32.1K ﹤0.01%
1,668
+555
629
$32.1K ﹤0.01%
420
+359
630
$32K ﹤0.01%
477
+26
631
$32K ﹤0.01%
1,130
632
$31.6K ﹤0.01%
441
633
$31.4K ﹤0.01%
+1,000
634
$31.3K ﹤0.01%
487
-50
635
$31K ﹤0.01%
152
+1
636
$31K ﹤0.01%
325
-5
637
$30.6K ﹤0.01%
875
638
$30.5K ﹤0.01%
48,097
639
$30.4K ﹤0.01%
+1,062
640
$30.2K ﹤0.01%
883
+57
641
$30.2K ﹤0.01%
500
642
$30.1K ﹤0.01%
154
643
$29.5K ﹤0.01%
845
644
$28.9K ﹤0.01%
720
645
$28.8K ﹤0.01%
+450
646
$28.6K ﹤0.01%
453
647
$28.5K ﹤0.01%
610
+265
648
$28.5K ﹤0.01%
181
649
$28.3K ﹤0.01%
306
-53
650
$28.2K ﹤0.01%
706
+637
24 25
26
27 28