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
$723M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.65M
3
+$1.65M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
WTRG icon
Essential Utilities
WTRG
+$718K

Top Sells

1
+$11.8M
2
+$7.92M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$962K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$910K

Sector Composition

1 Industrials 32.87%
2 Technology 11.47%
3 Financials 6.07%
4 Healthcare 5.31%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$76K 0.01%
1,004
-350
327
$76K 0.01%
3,000
328
$75K 0.01%
1,223
329
$71K 0.01%
1,202
330
$70K 0.01%
675
331
$69K 0.01%
3,500
332
$69K 0.01%
1,938
333
$69K 0.01%
2,329
334
$68K 0.01%
1,515
335
$67K 0.01%
350
336
$66K 0.01%
2,157
+243
337
$66K 0.01%
212
338
$66K 0.01%
1,817
339
$65K 0.01%
536
340
$64K 0.01%
5,279
341
$64K 0.01%
730
342
$64K 0.01%
1,028
-240
343
$63K 0.01%
1,000
344
$63K 0.01%
1,155
-50
345
$63K 0.01%
1,016
346
$61K 0.01%
3,370
347
$60K 0.01%
761
-2,883
348
$57K 0.01%
2,945
349
$56K 0.01%
1,009
350
$56K 0.01%
2,600
12 13
14
15 16