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
951
$774 ﹤0.01%
29
+15
952
$767 ﹤0.01%
47
-43
953
$767 ﹤0.01%
67
+32
954
$766 ﹤0.01%
8
-1
955
$761 ﹤0.01%
51
956
$744 ﹤0.01%
551
-362
957
$730 ﹤0.01%
2
958
$722 ﹤0.01%
13
959
$720 ﹤0.01%
27
-114
960
$718 ﹤0.01%
4
961
$718 ﹤0.01%
186
-350
962
$713 ﹤0.01%
7
963
$712 ﹤0.01%
72
-81
964
$710 ﹤0.01%
182
+87
965
$705 ﹤0.01%
47
966
$702 ﹤0.01%
+1
967
$687 ﹤0.01%
3
-2
968
$686 ﹤0.01%
27
969
$683 ﹤0.01%
92
970
$676 ﹤0.01%
8
+4
971
$675 ﹤0.01%
24
972
$672 ﹤0.01%
21
-14
973
$670 ﹤0.01%
+22
974
$666 ﹤0.01%
+5
975
$662 ﹤0.01%
8
+1
37 38
39
40 41