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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$35K 0.01%
217
+60
377
$32K 0.01%
2,849
378
$32K 0.01%
1,669
379
$32K 0.01%
660
-740
380
$31K ﹤0.01%
387
381
$30K ﹤0.01%
828
382
$30K ﹤0.01%
164
+80
383
$30K ﹤0.01%
1,617
384
$30K ﹤0.01%
1,021
+600
385
$30K ﹤0.01%
598
386
$30K ﹤0.01%
1,044
-527
387
$29K ﹤0.01%
1,234
388
$28K ﹤0.01%
250
389
$28K ﹤0.01%
255
390
$28K ﹤0.01%
322
391
$28K ﹤0.01%
1,008
392
$27K ﹤0.01%
194
393
$27K ﹤0.01%
1,242
394
$26K ﹤0.01%
925
395
$26K ﹤0.01%
804
396
$25K ﹤0.01%
282
-283
397
$25K ﹤0.01%
1,056
398
$23K ﹤0.01%
467
399
$23K ﹤0.01%
1,320
400
$22K ﹤0.01%
256
14 15
16
17 18