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
701
$14.4K ﹤0.01%
141
+130
702
$14.4K ﹤0.01%
+443
703
$14.3K ﹤0.01%
2,506
+1,683
704
$14K ﹤0.01%
131
+17
705
$13.9K ﹤0.01%
26
706
$13.8K ﹤0.01%
148
+131
707
$13.8K ﹤0.01%
87
+18
708
$13.5K ﹤0.01%
+970
709
$13.4K ﹤0.01%
+1,390
710
$13.4K ﹤0.01%
60
+10
711
$13.4K ﹤0.01%
+1,351
712
$13.2K ﹤0.01%
+150
713
$13.2K ﹤0.01%
48
+1
714
$13.2K ﹤0.01%
+695
715
$13.1K ﹤0.01%
99
-87
716
$13.1K ﹤0.01%
186
+175
717
$13K ﹤0.01%
317
+63
718
$12.9K ﹤0.01%
+2,140
719
$12.7K ﹤0.01%
90
+8
720
$12.7K ﹤0.01%
200
721
$12.5K ﹤0.01%
628
+460
722
$12.5K ﹤0.01%
84
723
$12.4K ﹤0.01%
290
+215
724
$12.3K ﹤0.01%
329
+253
725
$12.3K ﹤0.01%
186
-6
27 28
29
30 31