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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.32%
32,365
52
$2.55M 0.3%
31,630
-30
53
$2.48M 0.29%
21,773
+13
54
$2.37M 0.28%
4,795
+30
55
$2.33M 0.27%
13,483
+33
56
$2.32M 0.27%
35,658
-240
57
$2.32M 0.27%
13,654
+14
58
$2.31M 0.27%
32,167
+764
59
$2.29M 0.27%
18,669
+7
60
$2.21M 0.26%
5,892
61
$2.19M 0.26%
2,112
62
$2.11M 0.25%
8,567
+46
63
$2.06M 0.24%
6,406
+60
64
$1.98M 0.23%
3,460
+274
65
$1.96M 0.23%
20,421
-32
66
$1.95M 0.23%
3,155
-62
67
$1.92M 0.22%
5,868
68
$1.89M 0.22%
22,578
+483
69
$1.85M 0.22%
3,942
+37
70
$1.83M 0.21%
146,165
71
$1.79M 0.21%
6,511
-128
72
$1.77M 0.21%
19,400
73
$1.76M 0.21%
9,782
74
$1.75M 0.2%
43,691
75
$1.73M 0.2%
37,811
1 2
3
4 5