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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22K ﹤0.01%
226
402
$22K ﹤0.01%
509
403
$20K ﹤0.01%
117
404
$20K ﹤0.01%
521
405
$20K ﹤0.01%
50
406
$19K ﹤0.01%
421
407
$19K ﹤0.01%
632
-55
408
$19K ﹤0.01%
1,286
+25
409
$18K ﹤0.01%
192
-36
410
$18K ﹤0.01%
402
+174
411
$18K ﹤0.01%
479
-4
412
$18K ﹤0.01%
1,261
413
$18K ﹤0.01%
15
414
$17K ﹤0.01%
+329
415
$17K ﹤0.01%
58
416
$16K ﹤0.01%
600
417
$16K ﹤0.01%
186
418
$16K ﹤0.01%
600
419
$16K ﹤0.01%
300
420
$16K ﹤0.01%
77
421
$16K ﹤0.01%
1,000
422
$15K ﹤0.01%
700
+560
423
$15K ﹤0.01%
169
424
$15K ﹤0.01%
1,299
-1,573
425
$14K ﹤0.01%
130
15 16
17
18 19