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
$611M
AUM Growth
-$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$8.62M
2 +$1.33M
3 +$784K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$670K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$635K

Top Sells

1 +$27.5M
2 +$15.6M
3 +$13.2M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$10.9M
5
VTV icon
Vanguard Value ETF
VTV
+$9.56M

Sector Composition

1 Industrials 33.06%
2 Technology 9.85%
3 Financials 5.67%
4 Healthcare 5.65%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$28K ﹤0.01%
10,000
402
$28K ﹤0.01%
217
403
$27K ﹤0.01%
4,700
404
$27K ﹤0.01%
600
405
$25K ﹤0.01%
295
+49
406
$25K ﹤0.01%
3,239
407
$25K ﹤0.01%
1,440
408
$24K ﹤0.01%
1,136
409
$24K ﹤0.01%
224
410
$24K ﹤0.01%
427
411
$24K ﹤0.01%
1,726
412
$23K ﹤0.01%
160
413
$23K ﹤0.01%
1,669
414
$22K ﹤0.01%
302
415
$22K ﹤0.01%
278
416
$22K ﹤0.01%
600
417
$21K ﹤0.01%
+1,600
418
$21K ﹤0.01%
1,021
419
$21K ﹤0.01%
1,920
420
$21K ﹤0.01%
4,860
421
$20K ﹤0.01%
250
422
$20K ﹤0.01%
500
423
$20K ﹤0.01%
2,088
424
$20K ﹤0.01%
1,617
425
$20K ﹤0.01%
619