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
951
$3.29K ﹤0.01%
83
952
$3.26K ﹤0.01%
+34
953
$3.25K ﹤0.01%
104
954
$3.25K ﹤0.01%
90
955
$3.16K ﹤0.01%
400
956
$3.09K ﹤0.01%
250
957
$3.08K ﹤0.01%
93
958
$3.05K ﹤0.01%
+272
959
$3K ﹤0.01%
40
-102
960
$2.99K ﹤0.01%
+62
961
$2.98K ﹤0.01%
33
962
$2.97K ﹤0.01%
30
963
$2.95K ﹤0.01%
39
+6
964
$2.91K ﹤0.01%
172
+8
965
$2.91K ﹤0.01%
5
966
$2.89K ﹤0.01%
102
+33
967
$2.89K ﹤0.01%
101
968
$2.88K ﹤0.01%
12
-37
969
$2.83K ﹤0.01%
81
970
$2.8K ﹤0.01%
132
971
$2.74K ﹤0.01%
33
972
$2.69K ﹤0.01%
39
+27
973
$2.64K ﹤0.01%
28
-107
974
$2.63K ﹤0.01%
20
+17
975
$2.63K ﹤0.01%
212
+165
37 38
39
40 41