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
926
$2.6K ﹤0.01%
84
927
$2.51K ﹤0.01%
5
928
$2.5K ﹤0.01%
12
929
$2.5K ﹤0.01%
30
+22
930
$2.48K ﹤0.01%
23
931
$2.47K ﹤0.01%
26
+14
932
$2.45K ﹤0.01%
33
+22
933
$2.45K ﹤0.01%
10
+1
934
$2.37K ﹤0.01%
37
+18
935
$2.36K ﹤0.01%
+138
936
$2.3K ﹤0.01%
48
937
$2.3K ﹤0.01%
176
938
$2.29K ﹤0.01%
+29
939
$2.28K ﹤0.01%
17
940
$2.27K ﹤0.01%
132
+106
941
$2.25K ﹤0.01%
68
+54
942
$2.19K ﹤0.01%
84
943
$2.11K ﹤0.01%
33
944
$2.08K ﹤0.01%
+47
945
$2.01K ﹤0.01%
51
946
$2.01K ﹤0.01%
132
947
$2K ﹤0.01%
20
-202
948
$1.97K ﹤0.01%
142
949
$1.97K ﹤0.01%
42
-5
950
$1.96K ﹤0.01%
16
+8
36 37
38
39 40