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
$611M
AUM Growth
-$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$8.62M
2 +$1.33M
3 +$784K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$670K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$635K

Top Sells

1 +$27.5M
2 +$15.6M
3 +$13.2M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$10.9M
5
VTV icon
Vanguard Value ETF
VTV
+$9.56M

Sector Composition

1 Industrials 33.06%
2 Technology 9.85%
3 Financials 5.67%
4 Healthcare 5.65%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$50K 0.01%
277
352
$50K 0.01%
1,221
-23
353
$50K 0.01%
3,000
354
$48K 0.01%
+1,000
355
$48K 0.01%
3,370
356
$48K 0.01%
991
357
$47K 0.01%
347
358
$47K 0.01%
400
359
$46K 0.01%
106
360
$46K 0.01%
1,380
+200
361
$44K 0.01%
2,945
362
$44K 0.01%
5,000
363
$44K 0.01%
+3,500
364
$44K 0.01%
750
365
$43K 0.01%
467
366
$42K 0.01%
1,743
367
$42K 0.01%
880
368
$41K 0.01%
605
+390
369
$41K 0.01%
994
370
$40K 0.01%
1,380
371
$40K 0.01%
594
372
$39K 0.01%
2,849
373
$38K 0.01%
1,283
374
$38K 0.01%
1,236
-432
375
$38K 0.01%
+4,800