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
651
$3K ﹤0.01%
54
-17
652
$3K ﹤0.01%
166
653
$3K ﹤0.01%
225
-107
654
$3K ﹤0.01%
36
655
$3K ﹤0.01%
35
-1
656
$3K ﹤0.01%
+57
657
$3K ﹤0.01%
70
-269
658
$3K ﹤0.01%
184
-548
659
$3K ﹤0.01%
+86
660
$3K ﹤0.01%
34
661
$3K ﹤0.01%
44
-35
662
$3K ﹤0.01%
546
+60
663
$3K ﹤0.01%
+1,124
664
$3K ﹤0.01%
+187
665
$3K ﹤0.01%
171
-29
666
$2K ﹤0.01%
19
+3
667
$2K ﹤0.01%
+127
668
$2K ﹤0.01%
202
+146
669
$2K ﹤0.01%
+86
670
$2K ﹤0.01%
+132
671
$2K ﹤0.01%
+48
672
$2K ﹤0.01%
38
+11
673
$2K ﹤0.01%
+183
674
$2K ﹤0.01%
23
-8
675
$2K ﹤0.01%
42
-4
25 26
27
28 29