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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$36K 0.01%
1,500
377
$36K 0.01%
423
-750
378
$35K 0.01%
249
379
$34K 0.01%
1,018
380
$33K 0.01%
4,800
381
$33K 0.01%
1,000
382
$31K 0.01%
13,548
383
$30K 0.01%
240
+6
384
$30K 0.01%
466
385
$29K 0.01%
631
386
$29K 0.01%
1,246
+1,201
387
$29K 0.01%
2,082
+204
388
$28K ﹤0.01%
993
+30
389
$28K ﹤0.01%
513
-15
390
$27K ﹤0.01%
330
+246
391
$27K ﹤0.01%
+408
392
$26K ﹤0.01%
+750
393
$26K ﹤0.01%
979
394
$25K ﹤0.01%
443
395
$24K ﹤0.01%
724
396
$24K ﹤0.01%
775
397
$23K ﹤0.01%
603
-10,573
398
$23K ﹤0.01%
640
399
$23K ﹤0.01%
419
400
$22K ﹤0.01%
700
14 15
16
17 18