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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$99K 0.01%
+433
327
$97K 0.01%
800
-124
328
$94K 0.01%
4,800
329
$94K 0.01%
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330
$93K 0.01%
805
331
$93K 0.01%
555
332
$89K 0.01%
917
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333
$89K 0.01%
6,000
334
$88K 0.01%
1,161
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335
$86K 0.01%
1,202
336
$86K 0.01%
2,219
-3,630
337
$83K 0.01%
500
-40
338
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1,000
339
$81K 0.01%
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340
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742
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341
$78K 0.01%
365
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342
$77K 0.01%
2,600
343
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344
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345
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346
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1,160
347
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400
348
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+1,068
349
$71K 0.01%
1,245
350
$71K 0.01%
755
+25
12 13
14
15 16