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
$832M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.38M
3
+$934K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$780K
5
CEG icon
Constellation Energy
CEG
+$744K

Top Sells

1
+$2.17M
2
+$2.02M
3
+$1.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M
5
UPS icon
United Parcel Service
UPS
+$997K

Sector Composition

1 Technology 15%
2 Industrials 13.96%
3 Financials 7.56%
4 Consumer Discretionary 6.2%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1.53K ﹤0.01%
4
977
$1.51K ﹤0.01%
+217
978
$1.5K ﹤0.01%
7
979
$1.5K ﹤0.01%
22
980
$1.49K ﹤0.01%
69
981
$1.48K ﹤0.01%
5
982
$1.48K ﹤0.01%
67
983
$1.47K ﹤0.01%
+152
984
$1.47K ﹤0.01%
24
985
$1.46K ﹤0.01%
23
986
$1.44K ﹤0.01%
34
987
$1.43K ﹤0.01%
5
988
$1.42K ﹤0.01%
4
+1
989
$1.38K ﹤0.01%
13
+9
990
$1.38K ﹤0.01%
48
-197
991
$1.31K ﹤0.01%
12
-1,216
992
$1.31K ﹤0.01%
34
993
$1.27K ﹤0.01%
17
-18
994
$1.25K ﹤0.01%
+181
995
$1.23K ﹤0.01%
4
-19
996
$1.19K ﹤0.01%
6
997
$1.18K ﹤0.01%
+46
998
$1.15K ﹤0.01%
23
999
$1.13K ﹤0.01%
49
1000
$1.1K ﹤0.01%
5
38 39
40
41 42