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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$8.67M
3 +$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1 +$9.46M
2 +$4.46M
3 +$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$58K 0.01%
730
-387
377
0
378
$57K 0.01%
277
379
$57K 0.01%
1,764
380
$57K 0.01%
+1,527
381
$57K 0.01%
+521
382
$57K 0.01%
536
383
$56K 0.01%
+1,818
384
$56K 0.01%
1,710
+859
385
$56K 0.01%
750
386
$56K 0.01%
+56
387
$56K 0.01%
1,580
388
$56K 0.01%
+464
389
$56K 0.01%
+793
390
$55K 0.01%
594
-28
391
$55K 0.01%
1,016
392
$55K 0.01%
+885
393
$55K 0.01%
2,825
+1,000
394
$55K 0.01%
+416
395
$54K 0.01%
+300
396
$54K 0.01%
+1,045
397
$54K 0.01%
1,070
+514
398
$53K 0.01%
+876
399
$52K 0.01%
2,849
400
$52K 0.01%
+468