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
101
$1.13M 0.14%
2,267
+32
102
$1.13M 0.14%
26,997
+1,056
103
$1.11M 0.14%
2,896
-162
104
$1.1M 0.14%
6,958
+426
105
$1.1M 0.14%
43,381
106
$1.1M 0.13%
5,371
107
$1.09M 0.13%
10,613
+406
108
$1.09M 0.13%
41,347
-1,250
109
$1.09M 0.13%
4,498
-60
110
$1.06M 0.13%
8,715
-35
111
$1.06M 0.13%
6,323
+251
112
$1.06M 0.13%
5,238
+408
113
$1.05M 0.13%
21,030
-1,800
114
$1.03M 0.13%
3,384
+146
115
$1.03M 0.13%
10,991
+4
116
$1.02M 0.12%
56,836
117
$977K 0.12%
2,625
+13
118
$974K 0.12%
11,130
-2,060
119
$968K 0.12%
4,161
-34
120
$960K 0.12%
9,519
+504
121
$954K 0.12%
6,497
+63
122
$951K 0.12%
2,092
-16
123
$949K 0.12%
9,613
+92
124
$945K 0.12%
7,944
+1,068
125
$943K 0.12%
11,245
+769
3 4
5
6 7