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
$913M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.93M
3
+$4.01M
4
ENB icon
Enbridge
ENB
+$1.46M
5
BRBS icon
Blue Ridge Bankshares
BRBS
+$1.46M

Top Sells

1
+$3.46M
2
+$2.68M
3
+$2.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.69M

Sector Composition

1 Industrials 31.62%
2 Technology 7.54%
3 Financials 5.08%
4 Healthcare 4.25%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$436K 0.05%
2,070
+900
177
$433K 0.05%
3,450
178
$420K 0.05%
4,950
-1,332
179
$415K 0.05%
4,376
180
$410K 0.04%
30,419
181
$402K 0.04%
7,339
-1,328
182
$397K 0.04%
5,768
+800
183
$393K 0.04%
2,944
184
$392K 0.04%
12,410
185
$389K 0.04%
2,338
186
$388K 0.04%
6,503
187
$385K 0.04%
1,953
+900
188
$383K 0.04%
2,529
+7
189
$373K 0.04%
3,942
190
$370K 0.04%
6,238
191
$367K 0.04%
1,214
192
$364K 0.04%
9,045
+921
193
$363K 0.04%
19,200
194
$357K 0.04%
6,002
195
$351K 0.04%
2,523
196
$351K 0.04%
3,095
197
$347K 0.04%
14,370
198
$344K 0.04%
1,466
+400
199
$343K 0.04%
1,710
200
$341K 0.04%
8,448
6 7
8
9 10