MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9.44K ﹤0.01%
113
+6
827
$9.3K ﹤0.01%
43
+30
828
$9.28K ﹤0.01%
73
-738
829
$9.22K ﹤0.01%
155
+37
830
$9.07K ﹤0.01%
118
+35
831
$9.06K ﹤0.01%
67
+4
832
$9.04K ﹤0.01%
94
833
$9.02K ﹤0.01%
138
-11,440
834
$9K ﹤0.01%
851
-491
835
$8.92K ﹤0.01%
126
-261
836
$8.87K ﹤0.01%
51
837
$8.85K ﹤0.01%
170
+56
838
$8.84K ﹤0.01%
396
839
$8.74K ﹤0.01%
55
+29
840
$8.6K ﹤0.01%
76
841
$8.32K ﹤0.01%
888
-151
842
$8.06K ﹤0.01%
97
-1,581
843
$8.04K ﹤0.01%
243
+144
844
$7.99K ﹤0.01%
81
+7
845
$7.98K ﹤0.01%
200
846
$7.83K ﹤0.01%
74
+36
847
$7.79K ﹤0.01%
300
848
$7.69K ﹤0.01%
100
849
$7.67K ﹤0.01%
25
850
$7.54K ﹤0.01%
240
32 33
34
35 36