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
776
$8.91K ﹤0.01%
34
+24
777
$8.83K ﹤0.01%
+262
778
$8.69K ﹤0.01%
300
779
$8.67K ﹤0.01%
18
+1
780
$8.64K ﹤0.01%
94
781
$8.57K ﹤0.01%
437
+237
782
$8.55K ﹤0.01%
272
-38
783
$8.5K ﹤0.01%
200
784
$8.45K ﹤0.01%
+750
785
$8K ﹤0.01%
129
786
$7.89K ﹤0.01%
+2,570
787
$7.89K ﹤0.01%
449
-18
788
$7.89K ﹤0.01%
+225
789
$7.87K ﹤0.01%
+1,410
790
$7.86K ﹤0.01%
300
791
$7.73K ﹤0.01%
199
-291
792
$7.69K ﹤0.01%
+100
793
$7.68K ﹤0.01%
60
-3
794
$7.65K ﹤0.01%
44
795
$7.58K ﹤0.01%
71
+67
796
$7.4K ﹤0.01%
+225
797
$7.28K ﹤0.01%
87
798
$7.26K ﹤0.01%
+556
799
$7.23K ﹤0.01%
63
+23
800
$7.19K ﹤0.01%
+235
30 31
32
33 34