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
$721M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.67M
3
+$2.92M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

1
+$7.81M
2
+$3.91M
3
+$3.29M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.96M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.57M

Sector Composition

1 Industrials 40.31%
2 Healthcare 3.11%
3 Technology 2.62%
4 Financials 2.44%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$91K 0.01%
1,106
327
$90K 0.01%
3,345
328
$89K 0.01%
10,320
329
$89K 0.01%
1,990
330
$88K 0.01%
999
331
$88K 0.01%
1,414
332
$87K 0.01%
+4,852
333
$87K 0.01%
1,000
334
$87K 0.01%
5,600
335
$86K 0.01%
2,731
336
$86K 0.01%
+1,917
337
$85K 0.01%
5,880
338
$85K 0.01%
1,463
+11
339
$85K 0.01%
3,240
340
$84K 0.01%
2,345
-4,988
341
$84K 0.01%
+1,001
342
$84K 0.01%
+3,097
343
$83K 0.01%
608
344
$83K 0.01%
+1,715
345
$83K 0.01%
1,155
346
$83K 0.01%
899
347
$83K 0.01%
+4,002
348
$82K 0.01%
2,304
349
$82K 0.01%
+2,465
350
$82K 0.01%
+6,621
12 13
14
15 16