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
$832M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.38M
3
+$934K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$780K
5
CEG icon
Constellation Energy
CEG
+$744K

Top Sells

1
+$2.17M
2
+$2.02M
3
+$1.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M
5
UPS icon
United Parcel Service
UPS
+$997K

Sector Composition

1 Technology 15%
2 Industrials 13.96%
3 Financials 7.56%
4 Consumer Discretionary 6.2%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$12.3K ﹤0.01%
260
727
$12.2K ﹤0.01%
+252
728
$12.1K ﹤0.01%
+540
729
$12K ﹤0.01%
980
+928
730
$12K ﹤0.01%
10
731
$12K ﹤0.01%
+540
732
$12K ﹤0.01%
+335
733
$11.9K ﹤0.01%
207
+33
734
$11.7K ﹤0.01%
87
735
$11.7K ﹤0.01%
57
736
$11.5K ﹤0.01%
519
+153
737
$11.4K ﹤0.01%
334
-6,572
738
$11.4K ﹤0.01%
+200
739
$11.4K ﹤0.01%
831
-164
740
$11.4K ﹤0.01%
135
741
$11.3K ﹤0.01%
+300
742
$11.2K ﹤0.01%
267
+100
743
$11.1K ﹤0.01%
484
+469
744
$11.1K ﹤0.01%
+4,051
745
$11K ﹤0.01%
320
746
$11K ﹤0.01%
74
747
$11K ﹤0.01%
+177
748
$10.9K ﹤0.01%
+120
749
$10.9K ﹤0.01%
102
-27
750
$10.8K ﹤0.01%
1,000
28 29
30
31 32