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
$630M
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$3.94M
3
+$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$796K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$446K

Top Sells

1
+$9.31M
2
+$8.53M
3
+$6.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M
5
UPS icon
United Parcel Service
UPS
+$3.96M

Sector Composition

1 Industrials 42.51%
2 Healthcare 3.69%
3 Technology 2.78%
4 Financials 2.56%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$60K 0.01%
1,400
352
$58K 0.01%
750
-87
353
$58K 0.01%
522
-498
354
$57K 0.01%
2,127
-154
355
$56K 0.01%
1,000
-560
356
$56K 0.01%
887
-57
357
$55K 0.01%
2,945
-3,838
358
$55K 0.01%
1,437
-242
359
$54K 0.01%
971
-297
360
$54K 0.01%
1,188
-59
361
$53K 0.01%
1,510
-490
362
$53K 0.01%
700
363
$53K 0.01%
1,242
-306
364
$53K 0.01%
1,256
-700
365
$52K 0.01%
1,020
-75
366
$52K 0.01%
1,190
-407
367
$52K 0.01%
648
-490
368
$52K 0.01%
2,350
-201
369
$52K 0.01%
490
-234
370
$51K 0.01%
+1,772
371
$51K 0.01%
1,904
-203
372
$51K 0.01%
1,902
-763
373
$51K 0.01%
548
-1,523
374
$51K 0.01%
2,676
-285
375
$51K 0.01%
342
-1,499
13 14
15
16 17