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
876
$3.89K ﹤0.01%
86
877
$3.87K ﹤0.01%
20
-2
878
$3.86K ﹤0.01%
16
+3
879
$3.86K ﹤0.01%
28
+19
880
$3.84K ﹤0.01%
24
-9
881
$3.82K ﹤0.01%
23
882
$3.7K ﹤0.01%
37
883
$3.69K ﹤0.01%
68
+5
884
$3.67K ﹤0.01%
37
885
$3.63K ﹤0.01%
83
886
$3.61K ﹤0.01%
23
887
$3.6K ﹤0.01%
62
888
$3.57K ﹤0.01%
270
889
$3.56K ﹤0.01%
+55
890
$3.55K ﹤0.01%
60
891
$3.53K ﹤0.01%
+78
892
$3.49K ﹤0.01%
43
+1
893
$3.43K ﹤0.01%
+152
894
$3.42K ﹤0.01%
57
-1,053
895
$3.42K ﹤0.01%
143
+111
896
$3.41K ﹤0.01%
201
897
$3.41K ﹤0.01%
46
898
$3.37K ﹤0.01%
+2
899
$3.35K ﹤0.01%
34
+9
900
$3.34K ﹤0.01%
+1,180
34 35
36
37 38