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
851
$1.5K ﹤0.01%
+14
852
$1.49K ﹤0.01%
27
+2
853
$1.45K ﹤0.01%
19
854
$1.45K ﹤0.01%
58
855
$1.44K ﹤0.01%
22
-8
856
$1.44K ﹤0.01%
130
857
$1.43K ﹤0.01%
4
858
$1.43K ﹤0.01%
20
+12
859
$1.42K ﹤0.01%
290
860
$1.42K ﹤0.01%
10
861
$1.42K ﹤0.01%
175
-302
862
$1.42K ﹤0.01%
76
+6
863
$1.42K ﹤0.01%
24
864
$1.42K ﹤0.01%
127
-65
865
$1.38K ﹤0.01%
79
866
$1.36K ﹤0.01%
140
867
$1.35K ﹤0.01%
21
+16
868
$1.35K ﹤0.01%
+52
869
$1.32K ﹤0.01%
134
+35
870
$1.32K ﹤0.01%
142
+54
871
$1.32K ﹤0.01%
83
-12
872
$1.32K ﹤0.01%
19
+6
873
$1.32K ﹤0.01%
60
+24
874
$1.31K ﹤0.01%
+250
875
$1.3K ﹤0.01%
84
+53
33 34
35
36 37