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
951
$1.95K ﹤0.01%
78
+11
952
$1.94K ﹤0.01%
16
953
$1.92K ﹤0.01%
19
954
$1.88K ﹤0.01%
29
-2
955
$1.88K ﹤0.01%
56
+42
956
$1.82K ﹤0.01%
16
+11
957
$1.8K ﹤0.01%
18
958
$1.79K ﹤0.01%
8
-5
959
$1.78K ﹤0.01%
6
960
$1.77K ﹤0.01%
7
961
$1.77K ﹤0.01%
94
+9
962
$1.76K ﹤0.01%
44
963
$1.74K ﹤0.01%
10
964
$1.73K ﹤0.01%
+21
965
$1.69K ﹤0.01%
4
966
$1.66K ﹤0.01%
40
-112
967
$1.66K ﹤0.01%
+50
968
$1.62K ﹤0.01%
+139
969
$1.6K ﹤0.01%
+9
970
$1.6K ﹤0.01%
+72
971
$1.58K ﹤0.01%
+230
972
$1.57K ﹤0.01%
+57
973
$1.56K ﹤0.01%
112
974
$1.55K ﹤0.01%
50
975
$1.54K ﹤0.01%
4
37 38
39
40 41