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
101
$1.07M 0.14%
6,357
-44
102
$1.06M 0.14%
10,207
+2,293
103
$1.06M 0.14%
13,718
+949
104
$1.05M 0.14%
11,110
-17
105
$1.04M 0.14%
6,350
-5
106
$1M 0.13%
5,096
107
$975K 0.13%
9,313
+336
108
$968K 0.13%
13,888
+3,339
109
$938K 0.12%
4,196
+2,118
110
$934K 0.12%
4,889
+1,377
111
$920K 0.12%
+5,557
112
$883K 0.12%
333
113
$879K 0.12%
+21,674
114
$875K 0.11%
10,514
+653
115
$865K 0.11%
+15,030
116
$848K 0.11%
15,359
-10,745
117
$844K 0.11%
4,329
-1
118
$834K 0.11%
+3,927
119
$829K 0.11%
6,131
+616
120
$824K 0.11%
14,891
121
$814K 0.11%
10,414
122
$797K 0.1%
9,013
-530
123
$796K 0.1%
11,513
124
$794K 0.1%
+30,000
125
$794K 0.1%
14,358
3 4
5
6 7