MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
+3.96%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$657M
AUM Growth
-$6.8M
(-1%)
Cap. Flow
-$129M
Cap. Flow
% of AUM
-19.6%
Top 10 Holdings %
Top 10 Hldgs %
70.77%
Holding
531
New
11
Increased
34
Reduced
109
Closed
33
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
+$1.94M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
+$1.23M |
| 3 |
SPDR Dow Jones REIT ETF
RWR
|
+$954K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$763K |
| 5 |
Vanguard Materials ETF
VAW
|
+$752K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$97.6M |
| 2 |
United Parcel Service
UPS
|
+$7.49M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.98M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$5.83M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$2.47M |
Sector Composition
| 1 | Industrials | 46.68% |
| 2 | Healthcare | 2.99% |
| 3 | Technology | 2.53% |
| 4 | Financials | 2.33% |
| 5 | Utilities | 1.63% |
