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
901
$3.33K ﹤0.01%
67
902
$3.25K ﹤0.01%
76
+4
903
$3.25K ﹤0.01%
33
904
$3.19K ﹤0.01%
43
+3
905
$3.19K ﹤0.01%
23
+18
906
$3.18K ﹤0.01%
21
-5
907
$3.08K ﹤0.01%
8
908
$3.08K ﹤0.01%
99
909
$3.06K ﹤0.01%
90
910
$3.04K ﹤0.01%
+232
911
$3.01K ﹤0.01%
+79
912
$3K ﹤0.01%
36
913
$2.99K ﹤0.01%
64
914
$2.93K ﹤0.01%
17
-3
915
$2.89K ﹤0.01%
214
916
$2.89K ﹤0.01%
101
917
$2.85K ﹤0.01%
+46
918
$2.83K ﹤0.01%
+130
919
$2.82K ﹤0.01%
+158
920
$2.79K ﹤0.01%
30
921
$2.78K ﹤0.01%
46
922
$2.77K ﹤0.01%
33
-9
923
$2.74K ﹤0.01%
93
+53
924
$2.74K ﹤0.01%
30
925
$2.73K ﹤0.01%
63
35 36
37
38 39