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
926
$4.14K ﹤0.01%
70
927
$4.13K ﹤0.01%
37
928
$4.04K ﹤0.01%
13
929
$3.97K ﹤0.01%
78
930
$3.96K ﹤0.01%
74
+7
931
$3.94K ﹤0.01%
61
+45
932
$3.94K ﹤0.01%
141
-48
933
$3.87K ﹤0.01%
91
+9
934
$3.84K ﹤0.01%
540
935
$3.83K ﹤0.01%
79
936
$3.77K ﹤0.01%
36
937
$3.75K ﹤0.01%
+515
938
$3.75K ﹤0.01%
150
+142
939
$3.72K ﹤0.01%
55
940
$3.68K ﹤0.01%
46
941
$3.68K ﹤0.01%
69
-4
942
$3.67K ﹤0.01%
13
+10
943
$3.64K ﹤0.01%
36
944
$3.64K ﹤0.01%
173
+95
945
$3.64K ﹤0.01%
201
946
$3.63K ﹤0.01%
10
-4
947
$3.59K ﹤0.01%
42
+35
948
$3.49K ﹤0.01%
46
949
$3.39K ﹤0.01%
38
950
$3.31K ﹤0.01%
39
-20
36 37
38
39 40