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
1001
$502 ﹤0.01%
18
1002
$499 ﹤0.01%
+10
1003
$492 ﹤0.01%
17
1004
$484 ﹤0.01%
29
-18
1005
$479 ﹤0.01%
+45
1006
$473 ﹤0.01%
39
1007
$472 ﹤0.01%
14
-48
1008
$464 ﹤0.01%
2
1009
$449 ﹤0.01%
39
1010
$444 ﹤0.01%
6
1011
$437 ﹤0.01%
11
1012
$431 ﹤0.01%
31
-2
1013
$419 ﹤0.01%
14
1014
$418 ﹤0.01%
17
1015
$418 ﹤0.01%
13
-19
1016
$415 ﹤0.01%
18
1017
$406 ﹤0.01%
12
1018
$405 ﹤0.01%
215
+79
1019
$401 ﹤0.01%
+297
1020
$400 ﹤0.01%
+12
1021
$398 ﹤0.01%
+12
1022
$393 ﹤0.01%
9
-4
1023
$390 ﹤0.01%
36
-116
1024
$390 ﹤0.01%
+28
1025
$389 ﹤0.01%
25
-26
39 40
41
42 43