MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
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
701
$2K ﹤0.01%
96
-45
702
$2K ﹤0.01%
548
+162
703
$2K ﹤0.01%
109
-42
704
$2K ﹤0.01%
42
+4
705
$2K ﹤0.01%
33
-30
706
$2K ﹤0.01%
+79
707
$2K ﹤0.01%
51
-35
708
$2K ﹤0.01%
+24
709
$2K ﹤0.01%
27
+16
710
$2K ﹤0.01%
+221
711
$2K ﹤0.01%
51
+34
712
$2K ﹤0.01%
350
+176
713
$2K ﹤0.01%
26
-22
714
$2K ﹤0.01%
38
715
$2K ﹤0.01%
17
+5
716
$2K ﹤0.01%
46
-11,838
717
$2K ﹤0.01%
+96
718
$2K ﹤0.01%
+76
719
$2K ﹤0.01%
+80
720
$2K ﹤0.01%
10
721
$2K ﹤0.01%
+7
722
$2K ﹤0.01%
18
-2
723
$2K ﹤0.01%
100
+42
724
$2K ﹤0.01%
309
+1
725
$2K ﹤0.01%
125
-69
27 28
29
30 31