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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$32K ﹤0.01%
1,021
402
$32K ﹤0.01%
619
403
$31K ﹤0.01%
427
404
$31K ﹤0.01%
599
405
$30K ﹤0.01%
1,617
406
$29K ﹤0.01%
302
407
$29K ﹤0.01%
187
408
$29K ﹤0.01%
+324
409
$28K ﹤0.01%
200
410
$28K ﹤0.01%
619
411
$28K ﹤0.01%
533
412
$28K ﹤0.01%
400
413
$27K ﹤0.01%
250
414
$27K ﹤0.01%
1,904
415
$27K ﹤0.01%
300
416
$26K ﹤0.01%
1,480
-101
417
$26K ﹤0.01%
2,088
418
$26K ﹤0.01%
950
419
$24K ﹤0.01%
3,239
420
$24K ﹤0.01%
300
421
$24K ﹤0.01%
933
-831
422
$23K ﹤0.01%
925
423
$23K ﹤0.01%
255
-174
424
$23K ﹤0.01%
725
425
$23K ﹤0.01%
+278
15 16
17
18 19