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
$723M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.65M
3
+$1.65M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
WTRG icon
Essential Utilities
WTRG
+$718K

Top Sells

1
+$11.8M
2
+$7.92M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$962K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$910K

Sector Composition

1 Industrials 32.87%
2 Technology 11.47%
3 Financials 6.07%
4 Healthcare 5.31%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$56K 0.01%
1,615
352
$54K 0.01%
1,743
353
$54K 0.01%
106
354
$54K 0.01%
1,094
355
$54K 0.01%
4,800
356
$54K 0.01%
1,380
357
$53K 0.01%
605
358
$53K 0.01%
347
359
$52K 0.01%
1,236
360
$52K 0.01%
1,402
361
$52K 0.01%
555
362
$50K 0.01%
467
363
$49K 0.01%
1,380
364
$49K 0.01%
1,551
365
$49K 0.01%
400
366
$49K 0.01%
991
367
$48K 0.01%
277
368
$48K 0.01%
5,000
369
$45K 0.01%
1,283
370
$45K 0.01%
709
371
$45K 0.01%
880
372
$45K 0.01%
753
373
$44K 0.01%
400
374
$44K 0.01%
994
375
$43K 0.01%
500
-200
13 14
15
16 17