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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$107K 0.01%
1,756
+30
352
$105K 0.01%
783
+178
353
$105K 0.01%
1,216
+573
354
$104K 0.01%
188
+20
355
$104K 0.01%
1,786
356
$102K 0.01%
84
+7
357
$99.5K 0.01%
2,497
358
$97.7K 0.01%
+1,188
359
$96.4K 0.01%
435
360
$96.4K 0.01%
6,692
+713
361
$95.9K 0.01%
1,270
+77
362
$95.4K 0.01%
922
-291
363
$95.3K 0.01%
783
+24
364
$93.5K 0.01%
603
-150
365
$91.7K 0.01%
1,520
366
$89.5K 0.01%
48,097
367
$83.6K 0.01%
1,366
368
$82K 0.01%
2,378
+1
369
$81.9K 0.01%
1,041
+40
370
$81.9K 0.01%
1,190
+170
371
$80.7K 0.01%
2,000
372
$80.6K 0.01%
4,000
373
$80.5K 0.01%
468
+50
374
$79.8K 0.01%
+2,782
375
$79.1K 0.01%
580
+17
13 14
15
16 17