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
176
$520K 0.07%
2,708
+223
177
$510K 0.07%
13,286
+7,220
178
$504K 0.07%
1,973
179
$502K 0.07%
40,366
180
$497K 0.07%
35,651
-62
181
$496K 0.06%
2,513
+1,557
182
$495K 0.06%
3,898
+192
183
$494K 0.06%
25,107
184
$485K 0.06%
8,872
185
$480K 0.06%
2,801
186
$477K 0.06%
5,664
187
$472K 0.06%
3,099
-4,300
188
$470K 0.06%
6,320
189
$469K 0.06%
8,295
190
$468K 0.06%
12,972
-73
191
$465K 0.06%
4,376
192
$460K 0.06%
11,539
+1,243
193
$457K 0.06%
5,014
194
$452K 0.06%
9,430
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195
$444K 0.06%
1,550
196
$440K 0.06%
3,808
197
$440K 0.06%
17,584
+16
198
$436K 0.06%
2,150
199
$435K 0.06%
7,206
+1,004
200
$431K 0.06%
14,393
-247
6 7
8
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