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
251
$266K 0.04%
4,854
+43
252
$263K 0.04%
1,937
+152
253
$262K 0.04%
1,465
+36
254
$262K 0.04%
1,228
255
$259K 0.03%
6,430
+180
256
$255K 0.03%
6,525
-300
257
$251K 0.03%
5,496
+34
258
$249K 0.03%
3,001
259
$247K 0.03%
1,122
260
$245K 0.03%
2,374
+24
261
$244K 0.03%
3,055
+198
262
$242K 0.03%
4,205
+58
263
$241K 0.03%
1,880
+137
264
$240K 0.03%
2,360
265
$238K 0.03%
462
+238
266
$229K 0.03%
1,087
+46
267
$227K 0.03%
8,160
268
$220K 0.03%
1,975
+296
269
$220K 0.03%
5,850
270
$216K 0.03%
833
+17
271
$214K 0.03%
1,974
272
$214K 0.03%
11,275
+1,840
273
$210K 0.03%
878
-255
274
$210K 0.03%
4,000
275
$208K 0.03%
666
+35
9 10
11
12 13