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
676
$3.59K ﹤0.01%
149
677
$3.58K ﹤0.01%
107
678
$3.56K ﹤0.01%
60
+32
679
$3.56K ﹤0.01%
132
680
$3.55K ﹤0.01%
+18
681
$3.53K ﹤0.01%
382
+112
682
$3.52K ﹤0.01%
26
683
$3.52K ﹤0.01%
102
+65
684
$3.5K ﹤0.01%
104
685
$3.5K ﹤0.01%
20
686
$3.5K ﹤0.01%
110
-8
687
$3.49K ﹤0.01%
117
+23
688
$3.49K ﹤0.01%
133
+36
689
$3.48K ﹤0.01%
233
+30
690
$3.48K ﹤0.01%
374
-27
691
$3.48K ﹤0.01%
26
692
$3.47K ﹤0.01%
27
693
$3.46K ﹤0.01%
84
694
$3.45K ﹤0.01%
472
+214
695
$3.44K ﹤0.01%
80
696
$3.44K ﹤0.01%
34
697
$3.38K ﹤0.01%
42
-13
698
$3.35K ﹤0.01%
279
+43
699
$3.33K ﹤0.01%
52
-2
700
$3.32K ﹤0.01%
35
-735
26 27
28
29 30