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
$664M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VB icon
Vanguard Small-Cap ETF
VB
+$445K

Top Sells

1
+$36.7M
2
+$1.99M
3
+$1.23M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$979K
5
SPG icon
Simon Property Group
SPG
+$939K

Sector Composition

1 Industrials 45.19%
2 Healthcare 3.33%
3 Technology 2.61%
4 Financials 2.22%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
0
352
$53K 0.01%
625
353
$53K 0.01%
1,726
354
$52K 0.01%
1,800
355
$52K 0.01%
882
356
$51K 0.01%
3,239
357
$50K 0.01%
1,137
-4,356
358
$50K 0.01%
1,087
359
$49K 0.01%
960
360
$49K 0.01%
548
361
$47K 0.01%
2,350
362
$47K 0.01%
1,668
+1,622
363
$46K 0.01%
1,676
364
$46K 0.01%
212
365
$46K 0.01%
1,047
366
$45K 0.01%
413
-790
367
$45K 0.01%
332
368
$44K 0.01%
730
369
$43K 0.01%
467
370
$42K 0.01%
277
371
$42K 0.01%
1,031
372
$42K 0.01%
1,371
373
$42K 0.01%
1,028
374
$41K 0.01%
665
375
$40K 0.01%
623
13 14
15
16 17