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
726
$2K ﹤0.01%
+26
727
$2K ﹤0.01%
+73
728
$2K ﹤0.01%
+18
729
$2K ﹤0.01%
180
-223
730
$2K ﹤0.01%
289
+21
731
$2K ﹤0.01%
8
+2
732
$2K ﹤0.01%
69
-33
733
$2K ﹤0.01%
+28
734
$2K ﹤0.01%
88
-21
735
$2K ﹤0.01%
+52
736
$2K ﹤0.01%
47
-61
737
$2K ﹤0.01%
16
738
$2K ﹤0.01%
11
+5
739
$2K ﹤0.01%
17
740
$2K ﹤0.01%
+17
741
$2K ﹤0.01%
58
-50
742
$2K ﹤0.01%
13
-12
743
$2K ﹤0.01%
97
-45
744
$2K ﹤0.01%
13
745
$2K ﹤0.01%
40
+8
746
$2K ﹤0.01%
+44
747
$2K ﹤0.01%
42
748
$2K ﹤0.01%
+37
749
$2K ﹤0.01%
70
750
$2K ﹤0.01%
102
-2
28 29
30
31 32