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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$60.7K 0.01%
662
402
$60.4K 0.01%
797
+682
403
$60.3K 0.01%
745
+31
404
$60.2K 0.01%
408
+60
405
$60K 0.01%
285
+45
406
$59.7K 0.01%
1,819
407
$59.1K 0.01%
735
-604
408
$59K 0.01%
900
-400
409
$58.7K 0.01%
510
-707
410
$58.7K 0.01%
1,000
411
$58.6K 0.01%
797
412
$58K 0.01%
1,500
413
$58K 0.01%
3,062
414
$57.6K 0.01%
300
415
$57.6K 0.01%
123
+14
416
$57.6K 0.01%
1,001
+960
417
$57.1K 0.01%
65
+10
418
$57.1K 0.01%
202
419
$57K 0.01%
374
+7
420
$57K 0.01%
3,318
421
$56.9K 0.01%
700
422
$56.3K 0.01%
603
+569
423
$55.9K 0.01%
1,300
424
$55.1K 0.01%
2,970
+144
425
$54.9K 0.01%
600
15 16
17
18 19