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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$48K 0.01%
480
352
$48K 0.01%
1,031
353
$47K 0.01%
1,339
354
$46K 0.01%
1,283
355
$45K 0.01%
730
356
$44K 0.01%
665
357
$43K 0.01%
1,511
358
$43K 0.01%
467
359
$43K 0.01%
505
360
$43K 0.01%
582
361
$41K 0.01%
1,531
362
$41K 0.01%
950
363
$40K 0.01%
1,047
364
$40K 0.01%
994
365
$40K 0.01%
1,301
+380
366
$40K 0.01%
432
367
$40K 0.01%
686
368
$39K 0.01%
766
369
$38K 0.01%
401
370
$38K 0.01%
991
371
$37K 0.01%
3,813
372
$36K 0.01%
106
373
$36K 0.01%
374
374
$35K 0.01%
1,009
375
$35K 0.01%
623
13 14
15
16 17