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
651
$4.1K ﹤0.01%
+285
652
$4.08K ﹤0.01%
46
653
$4.06K ﹤0.01%
82
-1
654
$4.02K ﹤0.01%
42
655
$3.98K ﹤0.01%
97
656
$3.98K ﹤0.01%
80
657
$3.95K ﹤0.01%
238
+48
658
$3.93K ﹤0.01%
27
659
$3.92K ﹤0.01%
230
+5
660
$3.91K ﹤0.01%
42
-1,717
661
$3.81K ﹤0.01%
14
662
$3.79K ﹤0.01%
37
-5
663
$3.78K ﹤0.01%
62
-45
664
$3.75K ﹤0.01%
16
665
$3.74K ﹤0.01%
27
-7
666
$3.71K ﹤0.01%
105
-2
667
$3.7K ﹤0.01%
83
+7
668
$3.67K ﹤0.01%
+115
669
$3.66K ﹤0.01%
91
+28
670
$3.65K ﹤0.01%
93
671
$3.65K ﹤0.01%
60
672
$3.65K ﹤0.01%
88
673
$3.63K ﹤0.01%
112
674
$3.61K ﹤0.01%
60
675
$3.59K ﹤0.01%
32
25 26
27
28 29