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
851
$4.68K ﹤0.01%
59
-9
852
$4.66K ﹤0.01%
66
853
$4.62K ﹤0.01%
39
854
$4.54K ﹤0.01%
36
855
$4.51K ﹤0.01%
70
856
$4.5K ﹤0.01%
33
+7
857
$4.49K ﹤0.01%
60
858
$4.37K ﹤0.01%
81
859
$4.36K ﹤0.01%
143
-137
860
$4.33K ﹤0.01%
105
861
$4.32K ﹤0.01%
49
+42
862
$4.31K ﹤0.01%
28
863
$4.31K ﹤0.01%
53
864
$4.28K ﹤0.01%
115
865
$4.27K ﹤0.01%
125
+121
866
$4.27K ﹤0.01%
60
-167
867
$4.22K ﹤0.01%
49
868
$4.16K ﹤0.01%
39
+33
869
$4.05K ﹤0.01%
14
-13
870
$4K ﹤0.01%
141
-84
871
$4K ﹤0.01%
+2,380
872
$3.98K ﹤0.01%
38
+2
873
$3.96K ﹤0.01%
105
+84
874
$3.91K ﹤0.01%
57
875
$3.89K ﹤0.01%
25
+1
33 34
35
36 37