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
251
$203K 0.03%
+82,418
252
$200K 0.03%
1,366
+1,299
253
$198K 0.03%
4,248
254
$195K 0.03%
5,645
-100
255
$194K 0.03%
2,609
+247
256
$193K 0.03%
+996
257
$192K 0.03%
1,568
258
$184K 0.03%
666
259
$184K 0.03%
614
260
$178K 0.03%
13,452
+7,757
261
$174K 0.03%
1,034
-7
262
$173K 0.03%
1,544
+1,523
263
$170K 0.03%
5,010
+4,845
264
$169K 0.02%
435
+302
265
$169K 0.02%
4,092
+25
266
$168K 0.02%
1,850
267
$168K 0.02%
1,250
+1,243
268
$162K 0.02%
2,072
+10
269
$161K 0.02%
685
+2
270
$160K 0.02%
106,730
-82,242
271
$157K 0.02%
956
+106
272
$156K 0.02%
1,572
273
$155K 0.02%
2,721
+2,714
274
$154K 0.02%
1,627
-2
275
$153K 0.02%
1,220
-18
9 10
11
12 13