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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$99K 0.01%
1,724
302
$98K 0.01%
1,652
303
$98K 0.01%
2,183
304
$97K 0.01%
1,743
305
$96K 0.01%
3,370
-1,400
306
$96K 0.01%
2,329
307
$95K 0.01%
1,668
308
$95K 0.01%
1,084
309
$94K 0.01%
3,306
310
$94K 0.01%
5,279
311
$93K 0.01%
597
312
$93K 0.01%
2,550
313
$92K 0.01%
552
+500
314
$92K 0.01%
514
315
$92K 0.01%
834
316
$91K 0.01%
1,205
317
$91K 0.01%
550
318
$90K 0.01%
594
319
$89K 0.01%
1,417
320
$89K 0.01%
297
321
$88K 0.01%
+555
322
$87K 0.01%
1,348
323
$86K 0.01%
1,817
324
$86K 0.01%
2,350
325
$86K 0.01%
350
11 12
13
14 15