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
151
$752K 0.09%
7,880
152
$750K 0.09%
2,751
+22
153
$747K 0.09%
2,686
+12
154
$731K 0.09%
1,240
+101
155
$728K 0.09%
191
+18
156
$728K 0.09%
10,272
+173
157
$725K 0.09%
14,954
+73
158
$718K 0.09%
1,639
+11
159
$716K 0.09%
15,795
-438
160
$714K 0.09%
3,975
+250
161
$680K 0.08%
8,967
+9
162
$678K 0.08%
23,175
+285
163
$671K 0.08%
9,349
+396
164
$669K 0.08%
5,693
165
$665K 0.08%
6,344
166
$664K 0.08%
11,142
167
$663K 0.08%
2,503
168
$659K 0.08%
6,760
+5,985
169
$640K 0.08%
6,488
170
$640K 0.08%
1,854
+694
171
$635K 0.08%
8,077
+3
172
$609K 0.07%
13,020
+10,238
173
$609K 0.07%
1,114
+106
174
$608K 0.07%
17,769
+93
175
$603K 0.07%
5,780
+67
5 6
7
8 9