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
776
$1K ﹤0.01%
56
-204
777
$1K ﹤0.01%
+34
778
$1K ﹤0.01%
+340
779
$1K ﹤0.01%
107
+62
780
$1K ﹤0.01%
49
-50
781
$1K ﹤0.01%
+39
782
$1K ﹤0.01%
743
+327
783
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57
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784
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785
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39
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786
$1K ﹤0.01%
34
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787
$1K ﹤0.01%
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788
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789
$1K ﹤0.01%
29
+2
790
$1K ﹤0.01%
38
791
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792
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794
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27
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795
$1K ﹤0.01%
7
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796
$1K ﹤0.01%
7
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797
$1K ﹤0.01%
7
-15
798
$1K ﹤0.01%
28
799
$1K ﹤0.01%
27
800
$1K ﹤0.01%
+74
30 31
32
33 34