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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$56K 0.01%
828
352
$56K 0.01%
968
-2,855
353
$54K 0.01%
541
354
$54K 0.01%
1,000
355
$53K 0.01%
3,335
356
$52K 0.01%
965
+290
357
$52K 0.01%
133
+8
358
$51K 0.01%
10,316
+72
359
$49K 0.01%
4,000
360
$49K 0.01%
367
361
$48K 0.01%
10,653
362
$47K 0.01%
569
+230
363
$45K 0.01%
1,500
364
$45K 0.01%
986
+328
365
$44K 0.01%
+1,775
366
$41K 0.01%
1,860
367
$41K 0.01%
204
368
$40K 0.01%
1,300
369
$39K 0.01%
1,188
370
$39K 0.01%
625
371
$39K 0.01%
1,555
-311
372
$39K 0.01%
4,634
-146
373
$38K 0.01%
170
374
$38K 0.01%
619
375
$36K 0.01%
1,458
+18
13 14
15
16 17