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
901
$1.08K ﹤0.01%
126
902
$1.08K ﹤0.01%
17
903
$1.07K ﹤0.01%
9
-6
904
$1.06K ﹤0.01%
36
-2
905
$1.05K ﹤0.01%
15
906
$1.02K ﹤0.01%
69
-32
907
$1.02K ﹤0.01%
49
908
$1.02K ﹤0.01%
13
+4
909
$1.02K ﹤0.01%
47
+28
910
$1.01K ﹤0.01%
743
911
$994 ﹤0.01%
7
912
$984 ﹤0.01%
9
913
$979 ﹤0.01%
303
914
$970 ﹤0.01%
9
915
$970 ﹤0.01%
137
+13
916
$969 ﹤0.01%
157
917
$967 ﹤0.01%
+22
918
$939 ﹤0.01%
38
919
$924 ﹤0.01%
3
-1
920
$918 ﹤0.01%
4
921
$915 ﹤0.01%
79
922
$914 ﹤0.01%
267
+123
923
$905 ﹤0.01%
33
-16
924
$900 ﹤0.01%
+44
925
$896 ﹤0.01%
49
-86
35 36
37
38 39