MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$172K 0.02%
1,758
+57
302
$171K 0.02%
702
+32
303
$169K 0.02%
1,572
304
$167K 0.02%
3,430
+710
305
$164K 0.02%
680
+140
306
$163K 0.02%
2,631
-1,039
307
$163K 0.02%
1,850
308
$160K 0.02%
3,664
+7
309
$158K 0.02%
2,242
+261
310
$158K 0.02%
9,541
311
$157K 0.02%
5,465
312
$156K 0.02%
336
+14
313
$155K 0.02%
2,000
-3,059
314
$155K 0.02%
+3,285
315
$153K 0.02%
1,000
316
$151K 0.02%
4,182
+1,239
317
$150K 0.02%
4,855
-155
318
$147K 0.02%
448
-308
319
$144K 0.02%
1,330
+264
320
$144K 0.02%
4,114
321
$143K 0.02%
1,500
322
$142K 0.02%
16,442
+2,912
323
$138K 0.02%
2,400
324
$137K 0.02%
8,169
+2,605
325
$137K 0.02%
1,262
+216
11 12
13
14 15