MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
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
1126
$222 ﹤0.01%
9
1127
$218 ﹤0.01%
2
-6,149
1128
$216 ﹤0.01%
2
-1
1129
$210 ﹤0.01%
4
-55
1130
$202 ﹤0.01%
1
-2
1131
$198 ﹤0.01%
2
-1
1132
$197 ﹤0.01%
5
1133
$197 ﹤0.01%
1
-56
1134
$190 ﹤0.01%
12
1135
$188 ﹤0.01%
8
+2
1136
$188 ﹤0.01%
1
-1
1137
$187 ﹤0.01%
2
1138
$186 ﹤0.01%
+5
1139
$179 ﹤0.01%
9
1140
$179 ﹤0.01%
16
-1,291
1141
$179 ﹤0.01%
4
1142
$173 ﹤0.01%
2
1143
$164 ﹤0.01%
+6
1144
$161 ﹤0.01%
2
1145
$161 ﹤0.01%
3
1146
$152 ﹤0.01%
3
-4
1147
$152 ﹤0.01%
+2
1148
$151 ﹤0.01%
1
-95
1149
$133 ﹤0.01%
2
1150
$128 ﹤0.01%
1
44 45
46
47 48