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
51
$1.81M 0.31%
10,669
-15,597
52
$1.79M 0.31%
8,174
+652
53
$1.75M 0.3%
8,181
+820
54
$1.69M 0.29%
15,042
-656
55
$1.63M 0.28%
3,005
56
$1.62M 0.28%
25,730
-7,876
57
$1.58M 0.27%
50,688
+3,695
58
$1.52M 0.26%
37,805
59
$1.4M 0.24%
7,402
+32
60
$1.37M 0.24%
22,227
61
$1.36M 0.23%
+19,400
62
$1.36M 0.23%
7,774
+49
63
$1.35M 0.23%
33,372
+96
64
$1.24M 0.21%
2,576
-6
65
$1.21M 0.21%
8,113
+1,395
66
$1.21M 0.21%
28,257
-270
67
$1.19M 0.2%
31,863
+1,472
68
$1.16M 0.2%
13,590
-1,514
69
$1.06M 0.18%
4,868
70
$1.03M 0.18%
1,700
+149
71
$1.01M 0.17%
17,237
+11,500
72
$985K 0.17%
64,950
-730
73
$942K 0.16%
44,400
74
$938K 0.16%
12,154
75
$913K 0.16%
10,414
1 2
3
4 5