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
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$44K 0.01%
642
-746
377
$43.4K 0.01%
2,703
-2,685
378
$42.1K 0.01%
423
379
$41.6K 0.01%
1,500
380
$41.4K 0.01%
1,018
381
$40.9K 0.01%
1,523
+65
382
$39.2K 0.01%
170
383
$38.3K 0.01%
1,188
384
$37.5K 0.01%
1,329
+1,301
385
$36.5K 0.01%
+482
386
$35.7K 0.01%
414
-155
387
$35.5K 0.01%
4,000
388
$35.4K 0.01%
466
389
$35.4K 0.01%
204
-390
390
$34.8K 0.01%
1,144
+544
391
$34.1K 0.01%
240
392
$32.5K ﹤0.01%
631
393
$32K ﹤0.01%
+520
394
$31.4K ﹤0.01%
500
-13
395
$31.1K ﹤0.01%
2,082
396
$30.8K ﹤0.01%
124
-371
397
$29.4K ﹤0.01%
1,244
-311
398
$28.7K ﹤0.01%
408
399
$26.7K ﹤0.01%
+529
400
$26.4K ﹤0.01%
775
14 15
16
17 18