MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$13.7K ﹤0.01%
276
+200
777
$13.4K ﹤0.01%
+600
778
$13.4K ﹤0.01%
2,876
-1,672
779
$13.3K ﹤0.01%
315
+166
780
$13.1K ﹤0.01%
277
-22
781
$13K ﹤0.01%
166
+105
782
$13K ﹤0.01%
166
+162
783
$12.5K ﹤0.01%
404
+2
784
$12.5K ﹤0.01%
79
+2
785
$12.3K ﹤0.01%
770
786
$12.2K ﹤0.01%
204
-2,821
787
$12.2K ﹤0.01%
+80
788
$12.1K ﹤0.01%
+500
789
$12.1K ﹤0.01%
1,351
790
$12K ﹤0.01%
42
+2
791
$11.9K ﹤0.01%
+200
792
$11.8K ﹤0.01%
+3,000
793
$11.7K ﹤0.01%
230
-5
794
$11.2K ﹤0.01%
47
+45
795
$11.2K ﹤0.01%
76
-47
796
$11.1K ﹤0.01%
200
797
$11.1K ﹤0.01%
+300
798
$11.1K ﹤0.01%
30
799
$10.9K ﹤0.01%
1,000
800
$10.9K ﹤0.01%
203
+74
30 31
32
33 34