MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.18M
3
+$927K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$782K
5
CEG icon
Constellation Energy
CEG
+$758K

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.04M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.02M

Sector Composition

1 Technology 15%
2 Industrials 13.96%
3 Financials 7.56%
4 Consumer Discretionary 6.2%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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