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
$701M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1 +$6.34M
2 +$5.67M
3 +$5.64M
4
VAW icon
Vanguard Materials ETF
VAW
+$4.94M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.34M

Top Sells

1 +$21.9M
2 +$6.49M
3 +$5.66M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.41M

Sector Composition

1 Industrials 42.19%
2 Healthcare 3.36%
3 Technology 2.49%
4 Financials 2.31%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$156K 0.02%
2,063
227
$155K 0.02%
8,448
228
$155K 0.02%
1,294
-2,210
229
$152K 0.02%
2,989
230
$149K 0.02%
2,862
231
$149K 0.02%
2,023
232
$149K 0.02%
2,781
233
$147K 0.02%
2,510
234
$146K 0.02%
6,242
235
$144K 0.02%
1,281
236
$141K 0.02%
2,466
237
$140K 0.02%
9,020
238
$140K 0.02%
5,488
+68
239
$139K 0.02%
4,829
240
$138K 0.02%
769
241
$136K 0.02%
1,354
242
$134K 0.02%
1,468
243
$133K 0.02%
534
244
$133K 0.02%
4,092
245
$130K 0.02%
2,195
-644
246
$129K 0.02%
2,443
247
$126K 0.02%
2,971
248
$126K 0.02%
9,988
249
$126K 0.02%
2,106
250
$123K 0.02%
1,160