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
$913M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.93M
3
+$4.01M
4
ENB icon
Enbridge
ENB
+$1.46M
5
BRBS icon
Blue Ridge Bankshares
BRBS
+$1.46M

Top Sells

1
+$3.46M
2
+$2.68M
3
+$2.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.69M

Sector Composition

1 Industrials 31.62%
2 Technology 7.54%
3 Financials 5.08%
4 Healthcare 4.25%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.23%
24,898
-18
52
$2.09M 0.23%
14,430
+1,000
53
$1.79M 0.2%
27,904
+10,404
54
$1.74M 0.19%
25,064
-282
55
$1.73M 0.19%
46,453
+578
56
$1.73M 0.19%
24,729
-4,818
57
$1.7M 0.19%
37,805
58
$1.68M 0.18%
11,415
-1,913
59
$1.64M 0.18%
41,300
60
$1.64M 0.18%
5,032
61
$1.62M 0.18%
33,388
62
$1.61M 0.18%
19,302
+900
63
$1.58M 0.17%
4,856
64
$1.56M 0.17%
12,553
65
$1.54M 0.17%
38,747
+36,833
66
$1.54M 0.17%
23,662
+1,920
67
$1.53M 0.17%
17,563
68
$1.49M 0.16%
37,689
69
$1.48M 0.16%
8,172
70
$1.46M 0.16%
+104,712
71
$1.43M 0.16%
69,535
+27,106
72
$1.35M 0.15%
22,546
73
$1.32M 0.14%
19,738
-272
74
$1.31M 0.14%
10,947
75
$1.3M 0.14%
86,357
1 2
3
4 5