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
$913M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.93M
3
+$4.01M
4
ENB icon
Enbridge
ENB
+$1.46M
5
BRBS icon
Blue Ridge Bankshares
BRBS
+$1.46M

Top Sells

1
+$3.46M
2
+$2.68M
3
+$2.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.69M

Sector Composition

1 Industrials 31.62%
2 Technology 7.54%
3 Financials 5.08%
4 Healthcare 4.25%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.14%
75,130
-250
77
$1.29M 0.14%
20,234
78
$1.28M 0.14%
5,316
79
$1.27M 0.14%
14,399
80
$1.26M 0.14%
7,725
+72
81
$1.25M 0.14%
12,272
82
$1.23M 0.13%
9,993
83
$1.2M 0.13%
13,893
84
$1.2M 0.13%
8,809
+512
85
$1.2M 0.13%
44,300
86
$1.17M 0.13%
11,681
87
$1.15M 0.13%
9,550
-576
88
$1.15M 0.13%
17,206
-372
89
$1.14M 0.12%
3,820
+2,000
90
$1.12M 0.12%
4,287
91
$1.12M 0.12%
21,750
92
$1.12M 0.12%
29,854
-150
93
$1.1M 0.12%
19,140
94
$1.1M 0.12%
11,000
-50
95
$1.08M 0.12%
13,723
96
$1.06M 0.12%
9,204
+4,800
97
$1.06M 0.12%
24,630
98
$1.06M 0.12%
74,980
99
$1.06M 0.12%
14,911
100
$1.05M 0.12%
22,427
2 3
4
5 6