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
201
$421K 0.06%
+48,098
202
$415K 0.05%
3,786
-49
203
$412K 0.05%
+2,575
204
$411K 0.05%
9,210
+4,185
205
$409K 0.05%
+13,000
206
$408K 0.05%
1,675
207
$405K 0.05%
2,000
208
$400K 0.05%
4,506
209
$399K 0.05%
5,274
210
$396K 0.05%
1,200
211
$383K 0.05%
2,725
-38
212
$383K 0.05%
7,005
213
$381K 0.05%
+155
214
$380K 0.05%
3,579
215
$377K 0.05%
3,300
216
$376K 0.05%
1,085
217
$373K 0.05%
4,361
+1,359
218
$373K 0.05%
28,603
-26
219
$369K 0.05%
1,108
+125
220
$365K 0.05%
793
+336
221
$362K 0.05%
745
222
$358K 0.05%
2,102
+1,862
223
$355K 0.05%
11,055
224
$354K 0.05%
7,084
225
$351K 0.05%
5,460
7 8
9
10 11