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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.04%
1,355
+1,297
227
$270K 0.04%
+1,165
228
$270K 0.04%
840
-594
229
$267K 0.04%
1,897
230
$266K 0.04%
10,000
+8,627
231
$264K 0.04%
1,908
-23
232
$262K 0.04%
5,328
-30
233
$262K 0.04%
2,862
-3
234
$260K 0.04%
1,068
235
$256K 0.04%
524
+4
236
$253K 0.04%
3,157
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237
$252K 0.04%
2,244
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238
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3,000
239
$240K 0.04%
8,840
240
$240K 0.04%
10,561
241
$239K 0.04%
+4,011
242
$235K 0.04%
7,218
243
$228K 0.03%
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244
$225K 0.03%
6,600
245
$223K 0.03%
554
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246
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785
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247
$223K 0.03%
2,553
-10
248
$220K 0.03%
4,305
-22
249
$218K 0.03%
1,500
250
$215K 0.03%
1,817
-20
8 9
10
11 12