MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
-15.74%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$583M
AUM Growth
-$113M
(-16%)
Cap. Flow
-$6.2M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
55.01%
Holding
1,199
New
141
Increased
238
Reduced
275
Closed
240
Top Buys
| 1 |
T Rowe Price
TROW
|
+$11M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$6.62M |
| 3 |
Vanguard Value ETF
VTV
|
+$4.35M |
| 4 |
Apple
AAPL
|
+$3.37M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.15M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$9.74M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$5.8M |
| 3 |
Becton Dickinson
BDX
|
+$5.15M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$2.64M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$2.62M |
Sector Composition
| 1 | Industrials | 20.62% |
| 2 | Technology | 10.28% |
| 3 | Financials | 7.72% |
| 4 | Healthcare | 5.02% |
| 5 | Consumer Discretionary | 3.75% |
