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
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K 0.04%
4,780
227
$238K 0.04%
5,347
+2
228
$237K 0.03%
983
+494
229
$234K 0.03%
457
+11
230
$230K 0.03%
4,414
-1,303
231
$230K 0.03%
3,002
-1,385
232
$230K 0.03%
5,025
-4,106
233
$228K 0.03%
1,682
+18
234
$221K 0.03%
830
-624
235
$221K 0.03%
+2,643
236
$220K 0.03%
3,800
-3,150
237
$217K 0.03%
+2,718
238
$217K 0.03%
+2,184
239
$217K 0.03%
1,226
+1,216
240
$214K 0.03%
6,430
+157
241
$214K 0.03%
867
-475
242
$214K 0.03%
2,052
-615
243
$213K 0.03%
4,743
-75
244
$212K 0.03%
3,024
-9
245
$212K 0.03%
632
+619
246
$209K 0.03%
3,233
+2,904
247
$209K 0.03%
1,330
248
$207K 0.03%
26,880
249
$207K 0.03%
+807
250
$205K 0.03%
1,122
8 9
10
11 12