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
701
$2K ﹤0.01%
26
-22
702
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38
703
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32
-1
704
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17
+5
705
$2K ﹤0.01%
46
-11,838
706
$2K ﹤0.01%
+96
707
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+76
708
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+80
709
$2K ﹤0.01%
34
-56
710
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49
-16
711
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205
+91
712
$2K ﹤0.01%
+93
713
$2K ﹤0.01%
36
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714
$2K ﹤0.01%
+45
715
$2K ﹤0.01%
10
716
$2K ﹤0.01%
+109
717
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48
718
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200
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719
$2K ﹤0.01%
14
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720
$2K ﹤0.01%
48
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721
$2K ﹤0.01%
18
-2
722
$2K ﹤0.01%
100
+42
723
$2K ﹤0.01%
309
+1
724
$2K ﹤0.01%
125
-69
725
$2K ﹤0.01%
+26
27 28
29
30 31