MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$5.61M
2
+$4.6M
3
+$2.79M
4
EOG icon
EOG Resources
EOG
+$2.41M
5
UPS icon
United Parcel Service
UPS
+$2.08M

Top Sells

1
+$10.2M
2
+$2.79M
3
+$2.45M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.72M

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
976
$655 ﹤0.01%
19
977
$654 ﹤0.01%
62
-131
978
$649 ﹤0.01%
+30
979
$629 ﹤0.01%
7
+2
980
$611 ﹤0.01%
+44
981
$604 ﹤0.01%
+19
982
$602 ﹤0.01%
3
983
$596 ﹤0.01%
10
984
$590 ﹤0.01%
17
-16
985
$588 ﹤0.01%
11
986
$587 ﹤0.01%
14
987
$569 ﹤0.01%
6
988
$560 ﹤0.01%
+6
989
$556 ﹤0.01%
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-41
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$553 ﹤0.01%
9
991
$551 ﹤0.01%
3
992
$546 ﹤0.01%
43
-63
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$540 ﹤0.01%
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$538 ﹤0.01%
1
995
$531 ﹤0.01%
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$529 ﹤0.01%
+7
997
$528 ﹤0.01%
57
-41
998
$517 ﹤0.01%
17
999
$517 ﹤0.01%
3
1000
$504 ﹤0.01%
12
38 39
40
41 42