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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$99K 0.02%
3,306
277
$99K 0.02%
887
278
$99K 0.02%
5,279
279
$99K 0.02%
3,899
280
$99K 0.02%
703
281
$97K 0.02%
2,304
282
$96K 0.02%
2,122
283
$94K 0.01%
2,127
284
$94K 0.01%
597
285
$94K 0.01%
899
286
$93K 0.01%
999
287
– –
0
288
$91K 0.01%
1,724
289
$91K 0.01%
671
290
$90K 0.01%
1,155
291
$90K 0.01%
2,550
-275
292
$90K 0.01%
1,437
293
$90K 0.01%
1,126
294
$89K 0.01%
2,296
295
$89K 0.01%
1,463
296
$89K 0.01%
550
297
$86K 0.01%
842
298
$85K 0.01%
1,580
299
$84K 0.01%
1,073
300
$82K 0.01%
1,050
+430
10 11
12
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