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
$664M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VB icon
Vanguard Small-Cap ETF
VB
+$445K

Top Sells

1
+$36.7M
2
+$1.99M
3
+$1.23M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$979K
5
SPG icon
Simon Property Group
SPG
+$939K

Sector Composition

1 Industrials 45.19%
2 Healthcare 3.33%
3 Technology 2.61%
4 Financials 2.22%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30K ﹤0.01%
950
402
$30K ﹤0.01%
374
403
$29K ﹤0.01%
106
404
$29K ﹤0.01%
375
405
$28K ﹤0.01%
1,242
406
$27K ﹤0.01%
387
407
$27K ﹤0.01%
598
+109
408
$27K ﹤0.01%
10,000
409
$26K ﹤0.01%
194
410
$25K ﹤0.01%
467
411
$24K ﹤0.01%
1,105
412
$24K ﹤0.01%
338
413
$23K ﹤0.01%
828
414
$23K ﹤0.01%
846
415
$23K ﹤0.01%
1,617
416
$23K ﹤0.01%
275
417
$23K ﹤0.01%
4,183
418
$22K ﹤0.01%
687
419
$22K ﹤0.01%
925
420
$22K ﹤0.01%
1,319
421
$21K ﹤0.01%
250
422
$21K ﹤0.01%
492
423
$21K ﹤0.01%
255
424
$21K ﹤0.01%
1,320
425
$20K ﹤0.01%
1,395
15 16
17
18 19