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
826
$6.1K ﹤0.01%
29
827
$6.1K ﹤0.01%
+84
828
$6.04K ﹤0.01%
+1,420
829
$6.03K ﹤0.01%
88
-50
830
$5.97K ﹤0.01%
+550
831
$5.83K ﹤0.01%
82
+72
832
$5.81K ﹤0.01%
19
833
$5.74K ﹤0.01%
255
834
$5.71K ﹤0.01%
100
-500
835
$5.64K ﹤0.01%
30
+29
836
$5.61K ﹤0.01%
+470
837
$5.57K ﹤0.01%
129
+102
838
$5.52K ﹤0.01%
95
839
$5.47K ﹤0.01%
18
+1
840
$5.47K ﹤0.01%
65
+22
841
$5.28K ﹤0.01%
37
+2
842
$5.21K ﹤0.01%
157
843
$5.16K ﹤0.01%
+250
844
$5.08K ﹤0.01%
203
845
$4.96K ﹤0.01%
42
+23
846
$4.96K ﹤0.01%
+24
847
$4.95K ﹤0.01%
62
+18
848
$4.8K ﹤0.01%
240
849
$4.77K ﹤0.01%
129
-34
850
$4.72K ﹤0.01%
33
+24
32 33
34
35 36