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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$125K 0.02%
2,012
+200
302
$124K 0.02%
788
303
$123K 0.02%
1,115
304
$123K 0.02%
413
-5
305
$123K 0.02%
2,350
306
$122K 0.02%
+5,555
307
$122K 0.02%
1,548
-26
308
$122K 0.02%
782
309
$121K 0.02%
2,361
-6,400
310
$121K 0.02%
1,619
-65
311
$120K 0.02%
852
312
$115K 0.02%
834
+326
313
$115K 0.02%
911
+26
314
$113K 0.02%
5,640
-91
315
$112K 0.02%
1,000
316
$112K 0.02%
1,164
317
$111K 0.02%
525
-78
318
$111K 0.02%
1,166
319
$109K 0.02%
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-111
320
$108K 0.02%
784
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321
$107K 0.02%
8,090
-7,500
322
$107K 0.02%
1,734
+4
323
$107K 0.02%
1,173
+722
324
$106K 0.02%
+819
325
$105K 0.02%
751
11 12
13
14 15