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
676
$17.7K ﹤0.01%
183
+87
677
$17.6K ﹤0.01%
2,000
678
$17.3K ﹤0.01%
138
+97
679
$17.2K ﹤0.01%
184
+179
680
$17.2K ﹤0.01%
353
681
$17K ﹤0.01%
804
+473
682
$16.7K ﹤0.01%
3,977
+2,531
683
$16.6K ﹤0.01%
228
684
$16.5K ﹤0.01%
208
+144
685
$16.4K ﹤0.01%
1,354
+1,346
686
$16.3K ﹤0.01%
504
+90
687
$16.2K ﹤0.01%
74
+51
688
$16.2K ﹤0.01%
435
-165
689
$16.2K ﹤0.01%
+421
690
$16.1K ﹤0.01%
1,409
+221
691
$16.1K ﹤0.01%
1,571
+866
692
$15.8K ﹤0.01%
+34
693
$15.7K ﹤0.01%
115
+11
694
$15.6K ﹤0.01%
+6,690
695
$15.5K ﹤0.01%
+1,130
696
$15.4K ﹤0.01%
248
697
$15.4K ﹤0.01%
175
+21
698
$15.2K ﹤0.01%
58
+24
699
$15.1K ﹤0.01%
300
700
$14.6K ﹤0.01%
1,561