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
$832M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.38M
3
+$934K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$780K
5
CEG icon
Constellation Energy
CEG
+$744K

Top Sells

1
+$2.17M
2
+$2.02M
3
+$1.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M
5
UPS icon
United Parcel Service
UPS
+$997K

Sector Composition

1 Technology 15%
2 Industrials 13.96%
3 Financials 7.56%
4 Consumer Discretionary 6.2%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$7.1K ﹤0.01%
285
+29
802
$7.09K ﹤0.01%
529
803
$7.03K ﹤0.01%
202
+31
804
$7.03K ﹤0.01%
108
805
$7.02K ﹤0.01%
53
806
$7K ﹤0.01%
+1,876
807
$6.99K ﹤0.01%
78
+12
808
$6.96K ﹤0.01%
86
809
$6.9K ﹤0.01%
174
+163
810
$6.87K ﹤0.01%
125
811
$6.86K ﹤0.01%
18
+1
812
$6.8K ﹤0.01%
25
813
$6.74K ﹤0.01%
15
+1
814
$6.64K ﹤0.01%
14
815
$6.62K ﹤0.01%
164
+18
816
$6.61K ﹤0.01%
79
817
$6.56K ﹤0.01%
+131
818
$6.53K ﹤0.01%
155
819
$6.42K ﹤0.01%
126
+50
820
$6.4K ﹤0.01%
51
+7
821
$6.32K ﹤0.01%
240
822
$6.28K ﹤0.01%
246
823
$6.24K ﹤0.01%
216
+53
824
$6.21K ﹤0.01%
74
-9
825
$6.17K ﹤0.01%
200
31 32
33
34 35