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
676
$2K ﹤0.01%
+142
677
$2K ﹤0.01%
+92
678
$2K ﹤0.01%
+49
679
$2K ﹤0.01%
28
680
$2K ﹤0.01%
+26
681
$2K ﹤0.01%
65
+20
682
$2K ﹤0.01%
+35
683
$2K ﹤0.01%
+171
684
$2K ﹤0.01%
+106
685
$2K ﹤0.01%
50
+33
686
$2K ﹤0.01%
+104
687
$2K ﹤0.01%
46
-12
688
$2K ﹤0.01%
96
-45
689
$2K ﹤0.01%
548
+162
690
$2K ﹤0.01%
109
-42
691
$2K ﹤0.01%
42
+4
692
$2K ﹤0.01%
33
-30
693
$2K ﹤0.01%
+79
694
$2K ﹤0.01%
51
-35
695
$2K ﹤0.01%
+24
696
$2K ﹤0.01%
27
+16
697
$2K ﹤0.01%
+221
698
$2K ﹤0.01%
51
+34
699
$2K ﹤0.01%
6
+5
700
$2K ﹤0.01%
350
+176
26 27
28
29 30