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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$78K 0.01%
1,275
+30
377
$77.8K 0.01%
1,700
+150
378
$77.7K 0.01%
500
379
$76.1K 0.01%
442
+215
380
$74.6K 0.01%
1,013
+43
381
$71.9K 0.01%
528
+38
382
$71.8K 0.01%
599
+96
383
$71.2K 0.01%
1,129
-1,146
384
$70.5K 0.01%
912
+38
385
$69.8K 0.01%
3,584
+249
386
$69.5K 0.01%
663
387
$68.9K 0.01%
1,054
388
$68.7K 0.01%
542
-442
389
$66K 0.01%
+185
390
$65.5K 0.01%
2,300
391
$65.4K 0.01%
786
+1
392
$64.8K 0.01%
1,803
-652
393
$64.1K 0.01%
400
-89
394
$64K 0.01%
300
395
$63.4K 0.01%
408
396
$63K 0.01%
519
-2
397
$63K 0.01%
154
398
$62.6K 0.01%
+1,000
399
$62.4K 0.01%
3,178
+938
400
$61.9K 0.01%
108
+8
14 15
16
17 18