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
826
$1.67K ﹤0.01%
16
827
$1.67K ﹤0.01%
8
828
$1.66K ﹤0.01%
17
-2
829
$1.66K ﹤0.01%
63
+26
830
$1.65K ﹤0.01%
133
+26
831
$1.63K ﹤0.01%
33
-5
832
$1.63K ﹤0.01%
+67
833
$1.61K ﹤0.01%
30
-2
834
$1.61K ﹤0.01%
123
-29
835
$1.6K ﹤0.01%
23
+16
836
$1.59K ﹤0.01%
104
837
$1.58K ﹤0.01%
7
838
$1.58K ﹤0.01%
19
839
$1.57K ﹤0.01%
+32
840
$1.56K ﹤0.01%
455
+217
841
$1.56K ﹤0.01%
11
+8
842
$1.55K ﹤0.01%
449
-20
843
$1.54K ﹤0.01%
65
-140
844
$1.54K ﹤0.01%
86
+26
845
$1.53K ﹤0.01%
28
846
$1.52K ﹤0.01%
35
+9
847
$1.52K ﹤0.01%
234
848
$1.5K ﹤0.01%
35
+10
849
$1.5K ﹤0.01%
5
850
$1.5K ﹤0.01%
105
+29
32 33
34
35 36