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
726
$2.92K ﹤0.01%
168
-131
727
$2.92K ﹤0.01%
15
728
$2.92K ﹤0.01%
91
-5
729
$2.91K ﹤0.01%
+24
730
$2.91K ﹤0.01%
253
+159
731
$2.89K ﹤0.01%
35
732
$2.88K ﹤0.01%
76
733
$2.87K ﹤0.01%
30
-3
734
$2.85K ﹤0.01%
23
735
$2.82K ﹤0.01%
65
-18
736
$2.82K ﹤0.01%
26
737
$2.77K ﹤0.01%
70
738
$2.74K ﹤0.01%
187
739
$2.72K ﹤0.01%
351
740
$2.68K ﹤0.01%
+19
741
$2.64K ﹤0.01%
+22
742
$2.64K ﹤0.01%
+213
743
$2.63K ﹤0.01%
151
-11
744
$2.63K ﹤0.01%
66
745
$2.61K ﹤0.01%
287
+253
746
$2.59K ﹤0.01%
48
747
$2.58K ﹤0.01%
49
748
$2.58K ﹤0.01%
27
749
$2.57K ﹤0.01%
32
-1
750
$2.54K ﹤0.01%
128
28 29
30
31 32