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
751
$10.8K ﹤0.01%
13,548
752
$10.6K ﹤0.01%
81
+21
753
$10.3K ﹤0.01%
85
-14,900
754
$10.3K ﹤0.01%
+770
755
$10.2K ﹤0.01%
145
+8
756
$10K ﹤0.01%
131
757
$10K ﹤0.01%
+1,561
758
$9.98K ﹤0.01%
88
+9
759
$9.72K ﹤0.01%
642
+9
760
$9.65K ﹤0.01%
203
761
$9.6K ﹤0.01%
92
-41
762
$9.59K ﹤0.01%
55
763
$9.48K ﹤0.01%
47
+15
764
$9.48K ﹤0.01%
94
765
$9.45K ﹤0.01%
69
+12
766
$9.44K ﹤0.01%
263
767
$9.24K ﹤0.01%
+399
768
$9.2K ﹤0.01%
162
+17
769
$9.19K ﹤0.01%
+2,146
770
$9.15K ﹤0.01%
206
+201
771
$9.11K ﹤0.01%
+450
772
$9.02K ﹤0.01%
+396
773
$8.99K ﹤0.01%
76
774
$8.99K ﹤0.01%
+542
775
$8.97K ﹤0.01%
30
+27
29 30
31
32 33