MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
-5.69%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$627M
AUM Growth
-$44.9M
(-6.7%)
Cap. Flow
-$4.18M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
67.88%
Holding
608
New
98
Increased
146
Reduced
65
Closed
20
Top Buys
| 1 |
UnitedHealth
UNH
|
+$1.96M |
| 2 |
Apple
AAPL
|
+$1.66M |
| 3 |
SPDR Gold Trust
GLD
|
+$1.17M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.02M |
| 5 |
EDGW
Edgewater Technology Inc
EDGW
|
+$962K |
Top Sells
| 1 |
United Parcel Service
UPS
|
+$4.55M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.37M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.87M |
| 4 |
CCC
Calgon Carbon Corp
CCC
|
+$944K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$825K |
Sector Composition
| 1 | Industrials | 43.2% |
| 2 | Technology | 4.16% |
| 3 | Healthcare | 3.94% |
| 4 | Financials | 3.28% |
| 5 | Utilities | 1.9% |
