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
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$44.4M
2 +$1.79M
3 +$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1 +$201M
2 +$34.6M
3 +$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$78K 0.01%
388
-837
302
$77K 0.01%
805
+200
303
$76K 0.01%
4,800
304
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305
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306
$73K 0.01%
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307
$71K 0.01%
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308
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311
$69K 0.01%
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312
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550
-1,163
313
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316
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317
$62K 0.01%
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636
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600
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$55K 0.01%
555
325
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574
-1,661