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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$975K
3 +$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1 +$10.4M
2 +$6.47M
3 +$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$11.1K ﹤0.01%
19
+1
777
$11K ﹤0.01%
76
778
$10.9K ﹤0.01%
40
+26
779
$10.9K ﹤0.01%
47
780
$10.9K ﹤0.01%
1,206
+989
781
$10.9K ﹤0.01%
516
+276
782
$10.5K ﹤0.01%
94
783
$10.5K ﹤0.01%
94
784
$10.5K ﹤0.01%
13,548
785
$10.4K ﹤0.01%
230
+31
786
$10.3K ﹤0.01%
252
-15
787
$10.3K ﹤0.01%
158
-4
788
$10.3K ﹤0.01%
200
789
$10.2K ﹤0.01%
226
+23
790
$10.2K ﹤0.01%
129
791
$10.2K ﹤0.01%
161
+36
792
$10.1K ﹤0.01%
62
+29
793
$9.99K ﹤0.01%
437
794
$9.97K ﹤0.01%
1,510
-61
795
$9.94K ﹤0.01%
225
796
$9.87K ﹤0.01%
+1,750
797
$9.74K ﹤0.01%
100
798
$9.72K ﹤0.01%
30
799
$9.69K ﹤0.01%
120
800
$9.53K ﹤0.01%
320