MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1 +$7M
2 +$2.83M
3 +$2.59M
4
UPS icon
United Parcel Service
UPS
+$1.84M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.35M

Top Sells

1 +$4.14M
2 +$3.52M
3 +$2.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.77M
5
GLD icon
SPDR Gold Trust
GLD
+$1.75M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$136K 0.02%
3,000
327
$135K 0.02%
570
-653
328
$135K 0.02%
4,125
-2,585
329
$133K 0.02%
1,490
330
$133K 0.02%
524
+24
331
$131K 0.02%
1,614
+32
332
$131K 0.02%
4,000
333
$127K 0.02%
2,150
334
$127K 0.02%
3,044
+10
335
$126K 0.02%
1,804
+102
336
$126K 0.02%
1,039
+64
337
$126K 0.02%
3,979
338
$126K 0.02%
2,090
+88
339
$125K 0.02%
3,203
340
$125K 0.02%
1,615
+6
341
$125K 0.02%
901
+44
342
$124K 0.02%
667
+17
343
$123K 0.02%
769
+52
344
$123K 0.02%
3,357
-5,638
345
$119K 0.02%
1,166
346
$117K 0.02%
1,000
347
$114K 0.02%
459
+14
348
$114K 0.02%
1,200
+36
349
$110K 0.01%
1,700
350
$108K 0.01%
620
+20