MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
-5.65%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$574M
AUM Growth
-$8.41M
(-1.4%)
Cap. Flow
+$28.3M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
55.51%
Holding
1,057
New
98
Increased
184
Reduced
323
Closed
92
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$26.4M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$8.94M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$4.66M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.47M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.25M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.81M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$3.63M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.77M |
| 4 |
United Parcel Service
UPS
|
+$965K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$652K |
Sector Composition
| 1 | Industrials | 18.65% |
| 2 | Technology | 10.02% |
| 3 | Financials | 7.32% |
| 4 | Healthcare | 4.71% |
| 5 | Consumer Discretionary | 3.86% |
