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
701
$3.31K ﹤0.01%
42
+23
702
$3.28K ﹤0.01%
40
703
$3.27K ﹤0.01%
158
-104
704
$3.27K ﹤0.01%
42
-9
705
$3.24K ﹤0.01%
30
706
$3.2K ﹤0.01%
21
707
$3.15K ﹤0.01%
297
+158
708
$3.14K ﹤0.01%
59
709
$3.13K ﹤0.01%
+148
710
$3.08K ﹤0.01%
35
-17
711
$3.06K ﹤0.01%
715
+246
712
$3.05K ﹤0.01%
87
713
$3.04K ﹤0.01%
351
+128
714
$3.03K ﹤0.01%
164
-34
715
$3.02K ﹤0.01%
49
-24
716
$3K ﹤0.01%
93
717
$2.99K ﹤0.01%
89
+72
718
$2.98K ﹤0.01%
49
-7
719
$2.98K ﹤0.01%
176
+24
720
$2.96K ﹤0.01%
42
721
$2.96K ﹤0.01%
27
-7
722
$2.95K ﹤0.01%
43
+21
723
$2.95K ﹤0.01%
62
-9
724
$2.93K ﹤0.01%
60
-7
725
$2.93K ﹤0.01%
58
27 28
29
30 31