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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$328K 0.04%
4,797
+13
227
$327K 0.04%
5,330
+164
228
$326K 0.04%
1,825
229
$325K 0.04%
988
230
$318K 0.04%
2,229
-211
231
$317K 0.04%
4,248
232
$316K 0.04%
1,464
-142
233
$312K 0.04%
10,000
+8,375
234
$310K 0.04%
568
+11
235
$307K 0.04%
+4,675
236
$306K 0.04%
+5,128
237
$299K 0.04%
599
+107
238
$297K 0.04%
2,170
+33
239
$295K 0.04%
208
240
$294K 0.04%
1,693
241
$284K 0.04%
782
+156
242
$278K 0.04%
445
+38
243
$274K 0.04%
1,440
+33
244
$274K 0.04%
2,933
-252
245
$273K 0.04%
3,574
+11
246
$273K 0.04%
5,300
247
$272K 0.04%
618
+49
248
$272K 0.04%
2,878
+40
249
$269K 0.04%
1,752
+69
250
$267K 0.04%
2,621
+8
8 9
10
11 12