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
$721M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.67M
3
+$2.92M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

1
+$7.81M
2
+$3.91M
3
+$3.29M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.96M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.57M

Sector Composition

1 Industrials 40.31%
2 Healthcare 3.11%
3 Technology 2.62%
4 Financials 2.44%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$100K 0.01%
+6,804
302
$99K 0.01%
1,668
303
$99K 0.01%
12,645
304
$98K 0.01%
2,610
305
$98K 0.01%
16,700
306
$98K 0.01%
+4,364
307
$98K 0.01%
+3,613
308
$98K 0.01%
3,899
309
– –
0
310
$97K 0.01%
1,652
311
$97K 0.01%
3,169
312
$96K 0.01%
2,606
-450
313
$96K 0.01%
1,437
314
$96K 0.01%
+5,335
315
– –
0
316
$96K 0.01%
2,147
317
$95K 0.01%
1,226
318
$94K 0.01%
4,184
319
$94K 0.01%
597
320
$93K 0.01%
2,412
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321
$92K 0.01%
+6,842
322
$92K 0.01%
3,899
323
$92K 0.01%
5,055
324
$92K 0.01%
3,645
325
$92K 0.01%
2,549
11 12
13
14 15