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
76
$1.45M 0.19%
9,193
+872
77
$1.44M 0.19%
25,713
+23,578
78
$1.42M 0.19%
2,064
79
$1.41M 0.18%
19,400
80
$1.41M 0.18%
9,158
-1,200
81
$1.38M 0.18%
16,254
-1,586
82
$1.37M 0.18%
12,156
83
$1.34M 0.18%
2,928
84
$1.32M 0.17%
+10,000
85
$1.32M 0.17%
25,287
+1,435
86
$1.29M 0.17%
26,013
87
$1.29M 0.17%
9,632
+1,098
88
$1.29M 0.17%
34,049
+5,387
89
$1.28M 0.17%
+63,420
90
$1.27M 0.17%
6,052
+562
91
$1.27M 0.17%
4,459
+517
92
$1.22M 0.16%
2,930
+326
93
$1.21M 0.16%
8,281
+41
94
$1.21M 0.16%
12,091
+517
95
$1.16M 0.15%
3,774
+59
96
$1.15M 0.15%
40,162
+1,052
97
$1.15M 0.15%
4,868
98
$1.14M 0.15%
11,734
+6,634
99
$1.1M 0.14%
2,850
+101
100
$1.07M 0.14%
2,744
+286
2 3
4
5 6