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
$583M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.62M
3
+$4.35M
4
AAPL icon
Apple
AAPL
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M

Top Sells

1
+$9.74M
2
+$5.8M
3
+$5.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.64M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.62M

Sector Composition

1 Industrials 20.62%
2 Technology 10.28%
3 Financials 7.72%
4 Healthcare 5.02%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$307K 0.05%
714
+540
177
$305K 0.05%
1,088
+513
178
$301K 0.05%
1,323
+19
179
$300K 0.05%
1,645
-1
180
$298K 0.05%
2,788
+1,673
181
$297K 0.05%
1,513
+10
182
$296K 0.05%
3,117
+965
183
$292K 0.05%
5,230
184
$288K 0.05%
3,988
185
$283K 0.05%
2,079
186
$282K 0.05%
161
187
$282K 0.05%
2,085
-6
188
$280K 0.05%
1,624
189
$268K 0.05%
2,716
+1,128
190
$265K 0.05%
8,470
+50
191
$264K 0.05%
7,084
192
$261K 0.04%
3,262
+49
193
$260K 0.04%
2,136
194
$260K 0.04%
4,016
+647
195
$254K 0.04%
5,358
+22
196
$250K 0.04%
755
197
$247K 0.04%
4,780
-516
198
$247K 0.04%
2,127
199
$241K 0.04%
6,064
+201
200
$230K 0.04%
+4,370
6 7
8
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