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
801
$1K ﹤0.01%
22
802
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803
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-15
804
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+7
805
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24
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6
807
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53
-296
808
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+36
809
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21
-53
810
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10
+6
811
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100
812
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11
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813
$1K ﹤0.01%
47
814
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64
-206
815
$1K ﹤0.01%
221
+116
816
$1K ﹤0.01%
40
817
$1K ﹤0.01%
+5
818
$1K ﹤0.01%
21
+15
819
$1K ﹤0.01%
+7
820
$1K ﹤0.01%
8
821
$1K ﹤0.01%
+41
822
$1K ﹤0.01%
+95
823
$1K ﹤0.01%
20
-12
824
$1K ﹤0.01%
35
+18
825
$1K ﹤0.01%
12
-3
31 32
33
34 35