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
$630M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$1.79M
3
+$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1
+$201M
2
+$34.6M
3
+$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$168K 0.03%
1,160
227
$167K 0.03%
4,315
-1,853
228
$163K 0.03%
3,785
-4,659
229
$163K 0.03%
5,245
-1,680
230
$163K 0.03%
7,155
231
$159K 0.02%
6,600
232
$156K 0.02%
935
-775
233
$155K 0.02%
1,965
234
$154K 0.02%
4,533
+27
235
$154K 0.02%
785
-32
236
$151K 0.02%
503
+3
237
$150K 0.02%
1,500
238
$149K 0.02%
4,151
-1,887
239
$147K 0.02%
+2,553
240
$146K 0.02%
1,200
-1,744
241
$143K 0.02%
1,325
-1,082
242
$142K 0.02%
1,252
-579
243
$141K 0.02%
952
-1,258
244
$139K 0.02%
118
-120
245
$139K 0.02%
+1,237
246
$138K 0.02%
8,840
-205
247
$137K 0.02%
3,057
-713
248
$136K 0.02%
3,345
249
$132K 0.02%
571
+9
250
$128K 0.02%
476
-778
8 9
10
11 12