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
776
$2.16K ﹤0.01%
180
777
$2.15K ﹤0.01%
23
-7
778
$2.13K ﹤0.01%
28
+25
779
$2.12K ﹤0.01%
97
780
$2.12K ﹤0.01%
42
+22
781
$2.12K ﹤0.01%
+29
782
$2.11K ﹤0.01%
79
-15
783
$2.1K ﹤0.01%
152
+19
784
$2.1K ﹤0.01%
189
+17
785
$2.06K ﹤0.01%
7
786
$2.03K ﹤0.01%
134
+45
787
$2.02K ﹤0.01%
32
-23
788
$2.02K ﹤0.01%
40
789
$2.02K ﹤0.01%
79
+31
790
$2.01K ﹤0.01%
90
+50
791
$1.98K ﹤0.01%
35
-1
792
$1.97K ﹤0.01%
88
-16
793
$1.96K ﹤0.01%
+215
794
$1.96K ﹤0.01%
37
-9
795
$1.95K ﹤0.01%
+91
796
$1.95K ﹤0.01%
68
-32
797
$1.94K ﹤0.01%
36
+34
798
$1.94K ﹤0.01%
20
799
$1.94K ﹤0.01%
96
-49
800
$1.93K ﹤0.01%
34
-14
30 31
32
33 34