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
276
$163K 0.02%
+2,800
277
$157K 0.02%
3,377
278
$156K 0.02%
562
-20
279
$154K 0.02%
818
+4
280
$154K 0.02%
453
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281
$152K 0.02%
1,400
282
$150K 0.02%
1,965
283
– –
0
284
$146K 0.02%
3,500
285
$145K 0.02%
1,505
286
$145K 0.02%
1,721
-26
287
$144K 0.02%
2,417
-68
288
$143K 0.02%
477
289
$140K 0.02%
2,275
-6,525
290
$139K 0.02%
1,645
+195
291
$139K 0.02%
2,024
+29
292
$139K 0.02%
2,094
+66
293
$138K 0.02%
514
294
$136K 0.02%
2,251
+5
295
$135K 0.02%
3,800
-45
296
$133K 0.02%
580
297
$133K 0.02%
9,066
+1,183
298
$130K 0.02%
1,850
-15
299
$129K 0.02%
829
-7
300
$125K 0.02%
2,150
10 11
12
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