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
876
$6.18K ﹤0.01%
78
+10
877
$6.17K ﹤0.01%
40
878
$6.13K ﹤0.01%
49
+12
879
$6.1K ﹤0.01%
135
880
$6.1K ﹤0.01%
77
-2
881
$6.08K ﹤0.01%
34
882
$6K ﹤0.01%
42
+2
883
$5.95K ﹤0.01%
163
884
$5.84K ﹤0.01%
50
885
$5.81K ﹤0.01%
79
886
$5.8K ﹤0.01%
18
887
$5.76K ﹤0.01%
200
888
$5.66K ﹤0.01%
234
+26
889
$5.62K ﹤0.01%
56
+9
890
$5.59K ﹤0.01%
+439
891
$5.58K ﹤0.01%
85
+4
892
$5.56K ﹤0.01%
3
893
$5.54K ﹤0.01%
371
+150
894
$5.4K ﹤0.01%
68
-59
895
$5.35K ﹤0.01%
271
+203
896
$5.28K ﹤0.01%
+199
897
$5.25K ﹤0.01%
28
898
$5.17K ﹤0.01%
+432
899
$5.1K ﹤0.01%
172
-33
900
$5.09K ﹤0.01%
16
+6
34 35
36
37 38