MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2.59K ﹤0.01%
66
-77
977
$2.55K ﹤0.01%
36
-50
978
$2.54K ﹤0.01%
1,200
979
$2.53K ﹤0.01%
20
+18
980
$2.53K ﹤0.01%
+47
981
$2.51K ﹤0.01%
31
+5
982
$2.44K ﹤0.01%
8
983
$2.43K ﹤0.01%
16
984
$2.42K ﹤0.01%
32
-10
985
$2.41K ﹤0.01%
23
986
$2.35K ﹤0.01%
8
+1
987
$2.33K ﹤0.01%
33
-1
988
$2.31K ﹤0.01%
8
+3
989
$2.29K ﹤0.01%
111
990
$2.24K ﹤0.01%
31
-12
991
$2.21K ﹤0.01%
22
992
$2.21K ﹤0.01%
145
-1
993
$2.2K ﹤0.01%
10
994
$2.19K ﹤0.01%
178
995
$2.09K ﹤0.01%
23
996
$2.04K ﹤0.01%
51
997
$2.02K ﹤0.01%
25
+1
998
$2.01K ﹤0.01%
65
+11
999
$2K ﹤0.01%
+18
1000
$1.95K ﹤0.01%
14
+5
38 39
40
41 42