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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$43K 0.01%
4,700
377
$43K 0.01%
1,551
378
$43K 0.01%
1,710
379
$43K 0.01%
217
-51
380
$42K ﹤0.01%
403
381
$42K ﹤0.01%
1,726
382
$42K ﹤0.01%
1,761
383
$41K ﹤0.01%
753
384
$40K ﹤0.01%
1,180
385
$40K ﹤0.01%
950
386
$40K ﹤0.01%
600
387
$39K ﹤0.01%
1,283
388
$39K ﹤0.01%
2,520
389
$38K ﹤0.01%
991
390
$37K ﹤0.01%
1,136
391
$37K ﹤0.01%
1,021
392
$36K ﹤0.01%
1,511
393
$35K ﹤0.01%
1,938
394
$35K ﹤0.01%
4,860
395
$34K ﹤0.01%
334
+222
396
$34K ﹤0.01%
623
-38,666
397
$34K ﹤0.01%
600
398
$34K ﹤0.01%
1,669
399
$33K ﹤0.01%
224
-192
400
$32K ﹤0.01%
650
14 15
16
17 18