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
$630M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$1.79M
3
+$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1
+$201M
2
+$34.6M
3
+$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
360
402
$14K ﹤0.01%
1,373
403
$14K ﹤0.01%
+910
404
$14K ﹤0.01%
144
405
$14K ﹤0.01%
+103
406
$13K ﹤0.01%
400
-836
407
$13K ﹤0.01%
425
408
$13K ﹤0.01%
1,440
409
$13K ﹤0.01%
454
+4
410
$13K ﹤0.01%
112
+5
411
$13K ﹤0.01%
258
412
$13K ﹤0.01%
210
413
$12K ﹤0.01%
+55
414
$12K ﹤0.01%
63
+3
415
$12K ﹤0.01%
668
416
$12K ﹤0.01%
86
417
$11K ﹤0.01%
150
418
$11K ﹤0.01%
1,200
419
$11K ﹤0.01%
1,261
420
$11K ﹤0.01%
193
421
$11K ﹤0.01%
322
422
$11K ﹤0.01%
200
-1,417
423
$10K ﹤0.01%
3,678
424
$10K ﹤0.01%
29
+5
425
$10K ﹤0.01%
228
15 16
17
18 19