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
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$3.94M
3
+$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$796K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$446K

Top Sells

1
+$9.31M
2
+$8.53M
3
+$6.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M
5
UPS icon
United Parcel Service
UPS
+$3.96M

Sector Composition

1 Industrials 42.51%
2 Healthcare 3.69%
3 Technology 2.78%
4 Financials 2.56%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$50K 0.01%
1,094
377
$50K 0.01%
242
-406
378
$50K 0.01%
1,520
-185
379
$49K 0.01%
600
-1,304
380
$49K 0.01%
1,004
-105
381
$48K 0.01%
1,482
-5,440
382
$48K 0.01%
625
-1,521
383
$48K 0.01%
1,800
384
$47K 0.01%
348
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385
$47K 0.01%
536
-161
386
$46K 0.01%
1,649
-245
387
$46K 0.01%
780
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388
$46K 0.01%
648
-47
389
$45K 0.01%
685
390
$45K 0.01%
1,293
-3,100
391
$45K 0.01%
810
392
$45K 0.01%
492
-1,484
393
$44K 0.01%
900
394
$44K 0.01%
882
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395
$43K 0.01%
800
396
$43K 0.01%
308
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397
$42K 0.01%
810
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398
$42K 0.01%
1,031
-155
399
$42K 0.01%
1,294
-121
400
$41K 0.01%
1,200
14 15
16
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