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
$695M
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$773K
3
+$765K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$762K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$14.1M
2
+$4.88M
3
+$4.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.81M

Sector Composition

1 Industrials 20.78%
2 Technology 10.33%
3 Financials 7.82%
4 Healthcare 5.79%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$76K 0.01%
651
-5,579
377
$74K 0.01%
904
-1
378
$73K 0.01%
996
+36
379
$73K 0.01%
1,366
380
$72K 0.01%
545
381
$71K 0.01%
4,800
382
$67K 0.01%
120
383
$66K 0.01%
10,653
384
$65K 0.01%
3,335
385
$65K 0.01%
551
-200
386
$62K 0.01%
+1,115
387
$60K 0.01%
125
-4
388
$59K 0.01%
968
389
$57K 0.01%
212
-30
390
$57K 0.01%
3,100
391
$57K 0.01%
1,160
-41
392
$56K 0.01%
734
393
$55K 0.01%
311
394
$54K 0.01%
1,474
+21
395
$54K 0.01%
+13,548
396
$53K 0.01%
625
397
$52K 0.01%
204
+39
398
$52K 0.01%
1,300
399
$52K 0.01%
619
400
$50K 0.01%
5,508
+147
14 15
16
17 18