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
651
$21.4K ﹤0.01%
207
+188
652
$21.3K ﹤0.01%
+124
653
$21.1K ﹤0.01%
+3,884
654
$21K ﹤0.01%
568
+31
655
$20.8K ﹤0.01%
1,000
656
$20.6K ﹤0.01%
1,652
-889
657
$20.1K ﹤0.01%
127
+125
658
$19.5K ﹤0.01%
+2,330
659
$19.5K ﹤0.01%
+162
660
$19.4K ﹤0.01%
+571
661
$19.2K ﹤0.01%
+625
662
$19.1K ﹤0.01%
2,381
+1,410
663
$19.1K ﹤0.01%
195
+12
664
$18.9K ﹤0.01%
846
+710
665
$18.8K ﹤0.01%
211
+42
666
$18.6K ﹤0.01%
243
+239
667
$18.4K ﹤0.01%
1,227
+1,084
668
$18.2K ﹤0.01%
24
-5
669
$18.1K ﹤0.01%
233
+21
670
$18K ﹤0.01%
119
+25
671
$18K ﹤0.01%
354
+219
672
$17.8K ﹤0.01%
576
+564
673
$17.8K ﹤0.01%
15
674
$17.8K ﹤0.01%
66
-4
675
$17.7K ﹤0.01%
390
25 26
27
28 29