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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$52K 0.01%
2,031
-6
377
$52K 0.01%
+1,201
378
$50K 0.01%
926
-13
379
$50K 0.01%
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$48K 0.01%
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382
$47K 0.01%
639
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384
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385
$46K 0.01%
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386
$46K 0.01%
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387
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625
388
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367
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390
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117
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$44K 0.01%
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$43K 0.01%
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393
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396
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305
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$40K 0.01%
355
-10
399
$39K 0.01%
985
400
$39K 0.01%
187
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16
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