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
1051
$924 ﹤0.01%
+16
1052
$900 ﹤0.01%
12
1053
$894 ﹤0.01%
52
1054
$891 ﹤0.01%
26
+2
1055
$880 ﹤0.01%
18
1056
$829 ﹤0.01%
14
1057
$818 ﹤0.01%
8
1058
$802 ﹤0.01%
+166
1059
$801 ﹤0.01%
8
1060
$797 ﹤0.01%
138
1061
$796 ﹤0.01%
19
1062
$790 ﹤0.01%
11
1063
$772 ﹤0.01%
+117
1064
$764 ﹤0.01%
2
1065
$737 ﹤0.01%
+22
1066
$706 ﹤0.01%
+10
1067
$695 ﹤0.01%
112
-880
1068
$694 ﹤0.01%
+11
1069
$692 ﹤0.01%
18
1070
$690 ﹤0.01%
5
1071
$655 ﹤0.01%
2
+1
1072
$646 ﹤0.01%
63
1073
$641 ﹤0.01%
5
1074
$637 ﹤0.01%
80
1075
$616 ﹤0.01%
1
41 42
43
44 45