MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
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
+$12.3M
2
+$7.3M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$3.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.34M

Top Sells

1
+$9.74M
2
+$5.84M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.88M
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%
42
+23
802
$1K ﹤0.01%
38
-127
803
$1K ﹤0.01%
10
804
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9
-28
805
$1K ﹤0.01%
+45
806
$1K ﹤0.01%
18
-1
807
$1K ﹤0.01%
+14
808
$1K ﹤0.01%
42
+28
809
$1K ﹤0.01%
40
810
$1K ﹤0.01%
+29
811
$1K ﹤0.01%
5
+4
812
$1K ﹤0.01%
70
+13
813
$1K ﹤0.01%
79
-12
814
$1K ﹤0.01%
16
-9
815
$1K ﹤0.01%
+20
816
$1K ﹤0.01%
62
817
$1K ﹤0.01%
+14
818
$1K ﹤0.01%
+26
819
$1K ﹤0.01%
5
-2
820
$1K ﹤0.01%
25
-59
821
$1K ﹤0.01%
14
822
$1K ﹤0.01%
16
-349
823
$1K ﹤0.01%
18
+1
824
$1K ﹤0.01%
+14
825
$1K ﹤0.01%
72
-8
31 32
33
34 35