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
151
$640K 0.08%
4,940
+4,342
152
$639K 0.08%
1,861
-3
153
$627K 0.08%
4,060
154
$623K 0.08%
13,286
-876
155
$621K 0.08%
10,816
+1,038
156
$619K 0.08%
7,099
-5
157
$618K 0.08%
8,136
-155
158
$607K 0.08%
7,798
159
$604K 0.08%
7,490
+621
160
$597K 0.08%
2,725
+289
161
$596K 0.08%
2,811
+548
162
$589K 0.08%
11,338
-195
163
$589K 0.08%
13,168
164
$588K 0.08%
10,060
165
$586K 0.08%
19,458
+126
166
$581K 0.08%
3,854
+439
167
$565K 0.07%
49,842
+13,939
168
$562K 0.07%
35,393
+21,941
169
$549K 0.07%
54,886
170
$543K 0.07%
2,381
+152
171
$539K 0.07%
1,223
+93
172
$531K 0.07%
11,686
+2,969
173
$529K 0.07%
+2,768
174
$525K 0.07%
+2,522
175
$523K 0.07%
5,948
-483
5 6
7
8 9