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
$723M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.65M
3
+$1.65M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
WTRG icon
Essential Utilities
WTRG
+$718K

Top Sells

1
+$11.8M
2
+$7.92M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$962K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$910K

Sector Composition

1 Industrials 32.87%
2 Technology 11.47%
3 Financials 6.07%
4 Healthcare 5.31%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$42K 0.01%
1,511
377
$42K 0.01%
1,188
378
$41K 0.01%
2,849
379
$41K 0.01%
474
-120
380
$40K 0.01%
387
-16
381
$40K 0.01%
960
382
$40K 0.01%
655
383
$38K 0.01%
1,580
384
$37K 0.01%
828
385
$37K 0.01%
1,021
386
$37K 0.01%
505
387
$37K 0.01%
+10,404
388
$37K 0.01%
10,000
389
$35K ﹤0.01%
1,136
390
$35K ﹤0.01%
1,353
391
$35K ﹤0.01%
1,031
392
$34K ﹤0.01%
302
393
$34K ﹤0.01%
625
394
$33K ﹤0.01%
2,000
-2,396
395
$33K ﹤0.01%
1,726
396
$32K ﹤0.01%
224
397
$32K ﹤0.01%
187
398
$30K ﹤0.01%
1,511
399
$29K ﹤0.01%
323
+28
400
$29K ﹤0.01%
710
14 15
16
17 18