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
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$3.94M
3
+$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$796K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$446K

Top Sells

1
+$9.31M
2
+$8.53M
3
+$6.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M
5
UPS icon
United Parcel Service
UPS
+$3.96M

Sector Composition

1 Industrials 42.51%
2 Healthcare 3.69%
3 Technology 2.78%
4 Financials 2.56%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
0
327
$72K 0.01%
1,632
-9,327
328
$71K 0.01%
3,060
-150
329
$71K 0.01%
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-2,493
330
$71K 0.01%
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331
$70K 0.01%
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332
$70K 0.01%
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333
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921
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334
$70K 0.01%
1,000
335
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1,718
-1,816
336
– –
0
337
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338
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3,407
-26,615
339
$66K 0.01%
843
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340
$66K 0.01%
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341
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342
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345
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1,567
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346
$63K 0.01%
550
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347
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54
-88
348
$62K 0.01%
1,016
-27
349
$62K 0.01%
1,614
-2,342
350
$61K 0.01%
590
12 13
14
15 16