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
751
$2.54K ﹤0.01%
103
+47
752
$2.53K ﹤0.01%
134
753
$2.5K ﹤0.01%
51
754
$2.48K ﹤0.01%
17
-3
755
$2.47K ﹤0.01%
9
+1
756
$2.45K ﹤0.01%
70
757
$2.45K ﹤0.01%
+42
758
$2.43K ﹤0.01%
26
-1
759
$2.42K ﹤0.01%
+16
760
$2.41K ﹤0.01%
41
+7
761
$2.38K ﹤0.01%
263
762
$2.38K ﹤0.01%
131
763
$2.37K ﹤0.01%
247
+154
764
$2.36K ﹤0.01%
+198
765
$2.35K ﹤0.01%
662
+466
766
$2.34K ﹤0.01%
29
+13
767
$2.3K ﹤0.01%
202
+127
768
$2.28K ﹤0.01%
44
+8
769
$2.26K ﹤0.01%
87
-15
770
$2.24K ﹤0.01%
18
771
$2.23K ﹤0.01%
101
+55
772
$2.19K ﹤0.01%
16
773
$2.18K ﹤0.01%
146
+98
774
$2.18K ﹤0.01%
27
775
$2.17K ﹤0.01%
53
-9
29 30
31
32 33