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
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$94.5K 0.01%
5,426
-552
327
$94.2K 0.01%
9,459
-995
328
$94K 0.01%
646
-123
329
$92K 0.01%
1,859
330
$91.9K 0.01%
2,909
331
$91.7K 0.01%
1,094
+18
332
$89.6K 0.01%
2,890
+1,590
333
$88.9K 0.01%
2,136
+102
334
$87K 0.01%
2,594
-751
335
$85.5K 0.01%
625
336
$85.3K 0.01%
10,561
337
$82.1K 0.01%
2,099
+1,899
338
$81.2K 0.01%
598
+540
339
$80.6K 0.01%
960
340
$78K 0.01%
3,084
-346
341
$76.1K 0.01%
1,233
-2
342
$74.3K 0.01%
843
+37
343
$73.9K 0.01%
507
-400
344
$72.2K 0.01%
+770
345
$71.9K 0.01%
1,500
346
$71.4K 0.01%
1,105
+82
347
$71.1K 0.01%
10,653
348
$70.9K 0.01%
34,265
349
$70.9K 0.01%
1,202
350
$70.9K 0.01%
666
12 13
14
15 16