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
$721M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.67M
3
+$2.92M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

1
+$7.81M
2
+$3.91M
3
+$3.29M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.96M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.57M

Sector Composition

1 Industrials 40.31%
2 Healthcare 3.11%
3 Technology 2.62%
4 Financials 2.44%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$128K 0.02%
2,023
252
$128K 0.02%
+4,907
253
$127K 0.02%
3,234
-2,294
254
$126K 0.02%
4,723
+4
255
$125K 0.02%
5,420
256
$125K 0.02%
4,819
257
$124K 0.02%
2,971
258
– –
0
259
$123K 0.02%
+4,348
260
– –
0
261
$122K 0.02%
2,106
262
$122K 0.02%
1,160
-30
263
$122K 0.02%
+4,831
264
$122K 0.02%
2,226
265
$121K 0.02%
4,092
266
$120K 0.02%
+5,461
267
$118K 0.02%
2,303
268
$118K 0.02%
534
269
$118K 0.02%
5,316
270
$118K 0.02%
+1,851
271
– –
0
272
$116K 0.02%
8,560
273
$116K 0.02%
1,203
274
$116K 0.02%
+5,016
275
$116K 0.02%
3,148
9 10
11
12 13