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
251
$212K 0.03%
817
252
$212K 0.03%
1,122
-38
253
$209K 0.03%
1,021
254
$209K 0.03%
1,185
255
$203K 0.03%
2,127
-15
256
$202K 0.03%
1,346
257
$199K 0.03%
999
-11
258
$198K 0.03%
1,340
259
$197K 0.03%
550
260
$192K 0.03%
5,336
+18
261
$187K 0.03%
670
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262
$185K 0.03%
2,273
+2,117
263
$183K 0.03%
1,502
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264
$179K 0.03%
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265
$179K 0.03%
1,194
-16
266
$177K 0.03%
950
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267
$175K 0.03%
700
268
$173K 0.03%
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272
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1,902
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273
$168K 0.03%
1,237
274
$166K 0.02%
118
275
$166K 0.02%
1,055
-28
9 10
11
12 13