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
$723M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.65M
3
+$1.65M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
WTRG icon
Essential Utilities
WTRG
+$718K

Top Sells

1
+$11.8M
2
+$7.92M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$962K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$910K

Sector Composition

1 Industrials 32.87%
2 Technology 11.47%
3 Financials 6.07%
4 Healthcare 5.31%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$94K 0.01%
555
302
$93K 0.01%
731
303
$93K 0.01%
875
-50
304
$92K 0.01%
1,619
305
$92K 0.01%
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306
$90K 0.01%
2,268
307
$90K 0.01%
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308
$90K 0.01%
514
309
$90K 0.01%
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310
$89K 0.01%
3,899
311
$86K 0.01%
3,306
312
$86K 0.01%
1,437
-646
313
$84K 0.01%
1,686
314
$84K 0.01%
1,538
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315
$84K 0.01%
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316
$84K 0.01%
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317
$83K 0.01%
597
318
$82K 0.01%
671
319
$81K 0.01%
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320
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321
$80K 0.01%
2,350
322
$78K 0.01%
2,550
323
$78K 0.01%
1,617
324
$77K 0.01%
541
325
$76K 0.01%
784
11 12
13
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