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
126
$943K 0.12%
21,769
127
$923K 0.11%
8,417
+234
128
$916K 0.11%
6,912
+243
129
$915K 0.11%
9,328
+263
130
$905K 0.11%
12,752
+286
131
$885K 0.11%
36,130
132
$884K 0.11%
4,314
-201
133
$874K 0.11%
10,545
134
$869K 0.11%
1,852
+69
135
$866K 0.11%
+13,515
136
$842K 0.1%
13,806
+106
137
$827K 0.1%
874
+1
138
$822K 0.1%
2,786
+668
139
$821K 0.1%
4,671
-91
140
$820K 0.1%
6,725
+246
141
$813K 0.1%
5,092
+56
142
$804K 0.1%
8,415
143
$799K 0.1%
4,490
+25
144
$799K 0.1%
2,938
+225
145
$797K 0.1%
22,698
146
$796K 0.1%
3,948
+628
147
$792K 0.1%
20,037
+9,369
148
$779K 0.1%
2,753
+90
149
$762K 0.09%
9,024
+5,448
150
$758K 0.09%
3,688
+4
4 5
6
7 8