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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$8.67M
3 +$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1 +$9.46M
2 +$4.46M
3 +$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$52K 0.01%
+1,018
402
$51K 0.01%
1,551
-674
403
$51K 0.01%
3,465
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$51K 0.01%
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405
$50K 0.01%
1,188
406
$50K 0.01%
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407
$50K 0.01%
1,726
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408
$49K 0.01%
+500
409
$49K 0.01%
1,031
410
$49K 0.01%
+610
411
$49K 0.01%
268
412
$48K 0.01%
960
413
$48K 0.01%
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414
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415
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416
$46K 0.01%
625
417
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419
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420
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421
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882
422
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1,094
423
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424
$41K 0.01%
828
425
$41K 0.01%
+822