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
$764M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.61M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.28M
5
UPS icon
United Parcel Service
UPS
+$2.19M

Top Sells

1
+$10.4M
2
+$2.77M
3
+$2.38M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M

Sector Composition

1 Industrials 18.02%
2 Technology 10.52%
3 Financials 7.49%
4 Healthcare 6.48%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.91K ﹤0.01%
120
802
$1.9K ﹤0.01%
+62
803
$1.89K ﹤0.01%
49
804
$1.89K ﹤0.01%
16
805
$1.88K ﹤0.01%
76
806
$1.86K ﹤0.01%
213
+94
807
$1.85K ﹤0.01%
75
808
$1.84K ﹤0.01%
60
-13
809
$1.84K ﹤0.01%
40
+21
810
$1.84K ﹤0.01%
26
-34
811
$1.81K ﹤0.01%
37
+29
812
$1.79K ﹤0.01%
304
+125
813
$1.78K ﹤0.01%
+74
814
$1.78K ﹤0.01%
46
+33
815
$1.76K ﹤0.01%
+117
816
$1.76K ﹤0.01%
63
-1
817
$1.75K ﹤0.01%
55
818
$1.75K ﹤0.01%
102
+47
819
$1.75K ﹤0.01%
28
+6
820
$1.73K ﹤0.01%
73
+14
821
$1.71K ﹤0.01%
12
+5
822
$1.7K ﹤0.01%
1,800
823
$1.68K ﹤0.01%
33
+7
824
$1.68K ﹤0.01%
42
825
$1.68K ﹤0.01%
65
31 32
33
34 35