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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$175K 0.02%
2,549
252
$173K 0.02%
875
253
$173K 0.02%
2,600
254
$169K 0.02%
7,155
255
$169K 0.02%
1,160
256
$168K 0.02%
2,304
257
$164K 0.02%
2,728
258
$164K 0.02%
2,127
259
$161K 0.02%
1,058
260
$152K 0.02%
3,345
261
$151K 0.02%
2,261
-237
262
$144K 0.02%
2,605
263
$143K 0.02%
2,530
264
$142K 0.02%
5,880
265
$139K 0.02%
717
266
$139K 0.02%
1,226
267
$136K 0.02%
842
-112
268
$136K 0.02%
1,080
269
$132K 0.02%
3,000
270
$131K 0.02%
881
+500
271
$128K 0.02%
7,389
272
$126K 0.01%
1,057
273
$125K 0.01%
1,000
274
$122K 0.01%
1,850
275
$122K 0.01%
450
9 10
11
12 13