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
$630M
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$3.94M
3
+$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$796K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$446K

Top Sells

1
+$9.31M
2
+$8.53M
3
+$6.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M
5
UPS icon
United Parcel Service
UPS
+$3.96M

Sector Composition

1 Industrials 42.51%
2 Healthcare 3.69%
3 Technology 2.78%
4 Financials 2.56%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$41K 0.01%
1,200
402
$40K 0.01%
1,100
403
$39K 0.01%
432
-123
404
$38K 0.01%
800
405
$38K 0.01%
277
406
$38K 0.01%
1,531
407
$37K 0.01%
709
-3,123
408
$37K 0.01%
766
-91
409
$36K 0.01%
2,849
-1,663
410
$36K 0.01%
650
-195
411
$36K 0.01%
467
-68
412
$36K 0.01%
332
-184
413
$36K 0.01%
246
-7
414
$35K 0.01%
1,511
-106
415
$35K 0.01%
623
-551
416
$35K 0.01%
665
417
$33K 0.01%
467
-209
418
$33K 0.01%
922
-195
419
$32K 0.01%
828
-1,691
420
$32K 0.01%
62,960
-23,960
421
$32K 0.01%
505
422
$32K 0.01%
663
-376
423
$31K ﹤0.01%
385
424
$31K ﹤0.01%
582
-547
425
$30K ﹤0.01%
1,105
-441
15 16
17
18 19