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
926
$892 ﹤0.01%
334
+53
927
$887 ﹤0.01%
45
928
$879 ﹤0.01%
42
+15
929
$879 ﹤0.01%
172
930
$874 ﹤0.01%
24
+16
931
$861 ﹤0.01%
76
932
$857 ﹤0.01%
32
+15
933
$850 ﹤0.01%
22
934
$846 ﹤0.01%
40
-3
935
$841 ﹤0.01%
37
936
$826 ﹤0.01%
52
-27
937
$815 ﹤0.01%
+73
938
$814 ﹤0.01%
100
939
$806 ﹤0.01%
10
-15
940
$800 ﹤0.01%
50
-70
941
$799 ﹤0.01%
+54
942
$789 ﹤0.01%
9
+5
943
$788 ﹤0.01%
9
944
$786 ﹤0.01%
17
945
$785 ﹤0.01%
28
946
$782 ﹤0.01%
+23
947
$780 ﹤0.01%
+155
948
$779 ﹤0.01%
7
949
$776 ﹤0.01%
186
-227
950
$775 ﹤0.01%
3
-2
36 37
38
39 40