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
$630M
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$3.94M
3
+$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$796K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$446K

Top Sells

1
+$9.31M
2
+$8.53M
3
+$6.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M
5
UPS icon
United Parcel Service
UPS
+$3.96M

Sector Composition

1 Industrials 42.51%
2 Healthcare 3.69%
3 Technology 2.78%
4 Financials 2.56%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$86K 0.01%
899
-66
302
$86K 0.01%
12,645
303
$86K 0.01%
860
-236
304
$85K 0.01%
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305
$85K 0.01%
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306
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307
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500
308
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833
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309
$82K 0.01%
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-568
310
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311
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2,304
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312
$81K 0.01%
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313
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1,047
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$80K 0.01%
1,461
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315
$78K 0.01%
608
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316
$78K 0.01%
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317
$77K 0.01%
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319
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5,279
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320
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626
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2,296
-3,408
322
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799
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323
$72K 0.01%
842
-1,815
324
$72K 0.01%
1,155
-222
325
$72K 0.01%
5,055
-1,365
11 12
13
14 15