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
$701M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.67M
3
+$5.64M
4
VAW icon
Vanguard Materials ETF
VAW
+$4.94M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.34M

Top Sells

1
+$21.9M
2
+$6.49M
3
+$5.66M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.41M

Sector Composition

1 Industrials 42.19%
2 Healthcare 3.36%
3 Technology 2.49%
4 Financials 2.31%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25K ﹤0.01%
401
427
$24K ﹤0.01%
+106
428
$24K ﹤0.01%
994
-516
429
$24K ﹤0.01%
950
430
$24K ﹤0.01%
1,319
-3,298
431
$24K ﹤0.01%
338
432
$23K ﹤0.01%
275
433
$22K ﹤0.01%
828
434
$22K ﹤0.01%
1,105
435
$22K ﹤0.01%
1,617
436
$21K ﹤0.01%
925
437
$21K ﹤0.01%
489
+151
438
$20K ﹤0.01%
256
439
$20K ﹤0.01%
250
440
$20K ﹤0.01%
492
441
$20K ﹤0.01%
594
442
$19K ﹤0.01%
687
443
$19K ﹤0.01%
84
444
$19K ﹤0.01%
376
445
$19K ﹤0.01%
1,320
446
$19K ﹤0.01%
193
-15
447
$18K ﹤0.01%
1,691
448
$18K ﹤0.01%
549
449
$18K ﹤0.01%
255
450
$18K ﹤0.01%
172
16 17
18
19 20