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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22K ﹤0.01%
+650
402
$22K ﹤0.01%
1,319
403
$21K ﹤0.01%
543
+16
404
$21K ﹤0.01%
1,261
405
$20K ﹤0.01%
193
406
$20K ﹤0.01%
594
407
$19K ﹤0.01%
427
408
$19K ﹤0.01%
1,395
409
$18K ﹤0.01%
650
410
$17K ﹤0.01%
430
411
$17K ﹤0.01%
533
+70
412
$17K ﹤0.01%
100
+20
413
$16K ﹤0.01%
648
414
$16K ﹤0.01%
302
415
$16K ﹤0.01%
117
416
$16K ﹤0.01%
187
417
$16K ﹤0.01%
282
418
$15K ﹤0.01%
1,261
419
$14K ﹤0.01%
468
-8
420
– –
0
421
$14K ﹤0.01%
422
+60
422
$14K ﹤0.01%
+120
423
$13K ﹤0.01%
245
424
$12K ﹤0.01%
150
425
$11K ﹤0.01%
242
15 16
17
18 19