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
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.2%
12,429
+26
77
$1.67M 0.2%
1,887
78
$1.65M 0.19%
20,405
79
$1.63M 0.19%
30,561
+523
80
$1.56M 0.18%
9,479
+440
81
$1.55M 0.18%
2,990
+104
82
$1.54M 0.18%
2,434
+7
83
$1.51M 0.18%
5,586
+1,081
84
$1.5M 0.18%
3,076
+37
85
$1.5M 0.18%
1,581
+20
86
$1.47M 0.17%
6,647
+115
87
$1.45M 0.17%
344
+3
88
$1.44M 0.17%
2,528
-100
89
$1.41M 0.17%
3,995
+25
90
$1.41M 0.16%
35,431
-1,668
91
$1.4M 0.16%
15,876
+1,801
92
$1.38M 0.16%
2
93
$1.36M 0.16%
12,381
94
$1.34M 0.16%
9,175
+185
95
$1.29M 0.15%
3,305
+113
96
$1.29M 0.15%
13,190
97
$1.29M 0.15%
4,570
+77
98
$1.27M 0.15%
6,157
+75
99
$1.27M 0.15%
43,811
+301
100
$1.26M 0.15%
4,837
+46
2 3
4
5 6