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
$723M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.65M
3
+$1.65M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
WTRG icon
Essential Utilities
WTRG
+$718K

Top Sells

1
+$11.8M
2
+$7.92M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$962K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$910K

Sector Composition

1 Industrials 32.87%
2 Technology 11.47%
3 Financials 6.07%
4 Healthcare 5.31%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$28K ﹤0.01%
314
402
$28K ﹤0.01%
4,700
403
$28K ﹤0.01%
250
404
$28K ﹤0.01%
600
405
$28K ﹤0.01%
200
-300
406
$27K ﹤0.01%
3,239
407
$27K ﹤0.01%
427
408
$26K ﹤0.01%
160
409
$26K ﹤0.01%
619
410
$26K ﹤0.01%
600
411
$25K ﹤0.01%
1,440
412
$25K ﹤0.01%
1,669
413
$25K ﹤0.01%
1,373
414
$25K ﹤0.01%
1,100
415
$24K ﹤0.01%
1,049
416
$23K ﹤0.01%
278
417
$22K ﹤0.01%
+1,830
418
$22K ﹤0.01%
1,480
419
$22K ﹤0.01%
1,617
420
$22K ﹤0.01%
1,920
421
$21K ﹤0.01%
925
422
$21K ﹤0.01%
2,088
423
$20K ﹤0.01%
+145
424
$19K ﹤0.01%
900
425
$19K ﹤0.01%
3,076
15 16
17
18 19