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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$8.67M
3
+$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1
+$9.46M
2
+$4.46M
3
+$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
0
327
$83K 0.01%
+1,084
328
$83K 0.01%
5,279
329
$80K 0.01%
+722
330
$79K 0.01%
1,902
331
$79K 0.01%
3,070
-9,500
332
$79K 0.01%
+558
333
$78K 0.01%
+2,544
334
$77K 0.01%
1,817
-200
335
$77K 0.01%
2,329
+329
336
– –
0
337
$76K 0.01%
+1,392
338
$75K 0.01%
1,743
339
$75K 0.01%
1,417
340
$75K 0.01%
1,805
-334
341
$75K 0.01%
1,205
342
$75K 0.01%
887
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343
$75K 0.01%
413
344
$75K 0.01%
+1,344
345
$74K 0.01%
784
346
$73K 0.01%
1,617
347
$72K 0.01%
1,047
348
$72K 0.01%
620
+124
349
$72K 0.01%
+568
350
$71K 0.01%
+721
12 13
14
15 16