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
876
$1.28K ﹤0.01%
5
877
$1.27K ﹤0.01%
128
-172
878
$1.26K ﹤0.01%
+32
879
$1.23K ﹤0.01%
20
880
$1.22K ﹤0.01%
25
-19
881
$1.22K ﹤0.01%
+461
882
$1.22K ﹤0.01%
+6
883
$1.21K ﹤0.01%
6
884
$1.21K ﹤0.01%
27
885
$1.21K ﹤0.01%
47
-24
886
$1.21K ﹤0.01%
131
887
$1.2K ﹤0.01%
3
888
$1.19K ﹤0.01%
35
889
$1.19K ﹤0.01%
243
890
$1.18K ﹤0.01%
29
891
$1.18K ﹤0.01%
37
+2
892
$1.16K ﹤0.01%
5
893
$1.16K ﹤0.01%
36
+9
894
$1.16K ﹤0.01%
21
895
$1.16K ﹤0.01%
5
-5
896
$1.15K ﹤0.01%
32
897
$1.14K ﹤0.01%
+60
898
$1.14K ﹤0.01%
18
-26
899
$1.11K ﹤0.01%
53
900
$1.08K ﹤0.01%
237
+156
34 35
36
37 38