MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.31%
39,059
+3,007
52
$2.54M 0.31%
7,252
+488
53
$2.54M 0.31%
5,417
+2,119
54
$2.54M 0.31%
10,881
-43
55
$2.5M 0.31%
1,886
56
$2.4M 0.29%
4,426
-8,053
57
$2.39M 0.29%
18,654
+25
58
$2.37M 0.29%
4,118
+613
59
$2.21M 0.27%
13,178
+585
60
$2.19M 0.27%
37,339
+9,905
61
$2.17M 0.27%
26,558
-5,807
62
$2.12M 0.26%
5,872
-2
63
$2.12M 0.26%
3,772
-4,422
64
$2.12M 0.26%
9,592
-190
65
$2.12M 0.26%
14,118
+149
66
$2.07M 0.25%
8,767
+195
67
$2.03M 0.25%
6,501
+95
68
$2M 0.25%
43,392
69
$1.93M 0.24%
3,985
-7
70
$1.88M 0.23%
22,058
+13,167
71
$1.86M 0.23%
30,061
+455
72
$1.84M 0.23%
25,733
-379
73
$1.82M 0.22%
19,400
74
$1.76M 0.22%
18,929
-282
75
$1.74M 0.21%
5,662
-3,192
1 2
3
4 5