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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$38K 0.01%
3,678
402
$38K 0.01%
466
-63
403
$37K 0.01%
1,500
-500
404
$36K 0.01%
225
405
$36K 0.01%
+3,600
406
$35K 0.01%
170
-3
407
$35K 0.01%
344
-636
408
$34K 0.01%
375
409
$34K 0.01%
1,100
410
$34K 0.01%
1,920
-24
411
$33K ﹤0.01%
672
-26
412
$33K ﹤0.01%
1,381
-287
413
$32K ﹤0.01%
314
414
$31K ﹤0.01%
631
415
$30K ﹤0.01%
1,878
+132
416
$29K ﹤0.01%
996
-73
417
$28K ﹤0.01%
1,200
418
$28K ﹤0.01%
2,088
419
$28K ﹤0.01%
832
420
$26K ﹤0.01%
138
421
$26K ﹤0.01%
1,000
422
$25K ﹤0.01%
3,239
423
$25K ﹤0.01%
+700
424
$25K ﹤0.01%
852
425
$25K ﹤0.01%
307
-10
15 16
17
18 19