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
$721M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.67M
3
+$2.92M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

1
+$7.81M
2
+$3.91M
3
+$3.29M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.96M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.57M

Sector Composition

1 Industrials 40.31%
2 Healthcare 3.11%
3 Technology 2.62%
4 Financials 2.44%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$59K 0.01%
2,133
402
$58K 0.01%
843
403
$58K 0.01%
5,279
404
$58K 0.01%
1,396
+189
405
$57K 0.01%
1,649
406
$57K 0.01%
1,188
407
$57K 0.01%
+2,476
408
$56K 0.01%
1,772
409
– –
0
410
$56K 0.01%
1,400
411
$56K 0.01%
62,960
412
$54K 0.01%
+209
413
$54K 0.01%
1,004
414
$54K 0.01%
882
415
$54K 0.01%
+282
416
$53K 0.01%
1,718
417
$52K 0.01%
625
418
$52K 0.01%
750
419
$51K 0.01%
1,087
420
$50K 0.01%
971
421
$50K 0.01%
1,713
-9,007
422
$49K 0.01%
2,945
423
$49K 0.01%
1,194
424
$49K 0.01%
3,407
425
$49K 0.01%
1,047
15 16
17
18 19