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
1026
$1.41K ﹤0.01%
38
-2
1027
$1.38K ﹤0.01%
18
1028
$1.35K ﹤0.01%
6
+2
1029
$1.35K ﹤0.01%
93
1030
$1.35K ﹤0.01%
+27
1031
$1.34K ﹤0.01%
+27
1032
$1.32K ﹤0.01%
23
1033
$1.26K ﹤0.01%
3
+1
1034
$1.25K ﹤0.01%
15
+4
1035
$1.25K ﹤0.01%
10
+1
1036
$1.24K ﹤0.01%
55
+3
1037
$1.23K ﹤0.01%
18
1038
$1.21K ﹤0.01%
70
1039
$1.19K ﹤0.01%
8
+2
1040
$1.17K ﹤0.01%
6
1041
$1.14K ﹤0.01%
4
+1
1042
$1.13K ﹤0.01%
2
1043
$1.12K ﹤0.01%
49
1044
$1.08K ﹤0.01%
70
1045
$1.05K ﹤0.01%
152
1046
$1.04K ﹤0.01%
80
+45
1047
$1.03K ﹤0.01%
29
1048
$1.03K ﹤0.01%
28
1049
$973 ﹤0.01%
18
1050
$963 ﹤0.01%
+66
40 41
42
43 44