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
51
$2.07M 0.27%
9,202
52
$2.04M 0.27%
7,139
+1,596
53
$2.01M 0.26%
32,465
+3,689
54
$2M 0.26%
32,000
55
$1.96M 0.26%
9,818
-10
56
$1.85M 0.24%
2,760
+259
57
$1.83M 0.24%
26,352
+797
58
$1.82M 0.24%
25,467
59
$1.81M 0.24%
44,194
+732
60
$1.79M 0.23%
10,049
61
$1.77M 0.23%
13,610
+962
62
$1.76M 0.23%
7,823
+1,529
63
$1.75M 0.23%
21,054
-200
64
$1.72M 0.23%
25,403
65
$1.66M 0.22%
40,805
+79
66
$1.64M 0.21%
37,518
+2,691
67
$1.64M 0.21%
13,348
+330
68
$1.61M 0.21%
3,237
+119
69
$1.61M 0.21%
16,647
+15,401
70
$1.6M 0.21%
32,544
+111
71
$1.6M 0.21%
25,015
72
$1.59M 0.21%
7,882
-22
73
$1.59M 0.21%
6,491
-948
74
$1.5M 0.2%
+6,189
75
$1.49M 0.2%
37,805
1 2
3
4 5