MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
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%
14
652
$3K ﹤0.01%
54
-17
653
$3K ﹤0.01%
166
654
$3K ﹤0.01%
225
-107
655
$3K ﹤0.01%
36
656
$3K ﹤0.01%
35
-1
657
$3K ﹤0.01%
+57
658
$3K ﹤0.01%
70
-269
659
$3K ﹤0.01%
184
-548
660
$3K ﹤0.01%
+86
661
$3K ﹤0.01%
34
662
$3K ﹤0.01%
+1,124
663
$3K ﹤0.01%
+187
664
$3K ﹤0.01%
171
-29
665
$3K ﹤0.01%
108
-146
666
$2K ﹤0.01%
+144
667
$2K ﹤0.01%
+86
668
$2K ﹤0.01%
+132
669
$2K ﹤0.01%
+48
670
$2K ﹤0.01%
38
+11
671
$2K ﹤0.01%
+183
672
$2K ﹤0.01%
23
-8
673
$2K ﹤0.01%
+92
674
$2K ﹤0.01%
+49
675
$2K ﹤0.01%
28
25 26
27
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