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
$630M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$1.79M
3
+$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1
+$201M
2
+$34.6M
3
+$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37K 0.01%
+1,290
352
$37K 0.01%
710
353
$36K 0.01%
3,335
-4,054
354
$36K 0.01%
227
+3
355
$35K 0.01%
1,353
356
$35K 0.01%
466
-39
357
$34K 0.01%
187
358
$34K 0.01%
950
-6,914
359
$33K 0.01%
65
+61
360
$31K ﹤0.01%
625
361
$31K ﹤0.01%
619
362
$30K ﹤0.01%
2,000
363
$30K ﹤0.01%
600
364
$30K ﹤0.01%
985
-566
365
$30K ﹤0.01%
1,381
-2,518
366
$28K ﹤0.01%
1,476
+36
367
$28K ﹤0.01%
433
-222
368
$28K ﹤0.01%
1,100
369
$28K ﹤0.01%
+526
370
$27K ﹤0.01%
+448
371
$25K ﹤0.01%
314
372
$25K ﹤0.01%
1,150
+200
373
$24K ﹤0.01%
4,700
374
$23K ﹤0.01%
160
375
$23K ﹤0.01%
278
13 14
15
16 17