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
$664M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VB icon
Vanguard Small-Cap ETF
VB
+$445K

Top Sells

1
+$36.7M
2
+$1.99M
3
+$1.23M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$979K
5
SPG icon
Simon Property Group
SPG
+$939K

Sector Composition

1 Industrials 45.19%
2 Healthcare 3.33%
3 Technology 2.61%
4 Financials 2.22%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$20K ﹤0.01%
594
427
$19K ﹤0.01%
549
428
$19K ﹤0.01%
84
429
$18K ﹤0.01%
256
430
$18K ﹤0.01%
1,261
431
$17K ﹤0.01%
1,691
432
$17K ﹤0.01%
376
433
$17K ﹤0.01%
1,008
434
– –
0
435
$16K ﹤0.01%
650
436
$16K ﹤0.01%
280
437
$15K ﹤0.01%
493
438
$15K ﹤0.01%
282
439
$14K ﹤0.01%
1,000
440
$13K ﹤0.01%
117
441
$13K ﹤0.01%
421
442
$13K ﹤0.01%
841
443
$12K ﹤0.01%
245
-276
444
$12K ﹤0.01%
242
445
$12K ﹤0.01%
117
-55
446
$11K ﹤0.01%
648
447
$11K ﹤0.01%
150
-693
448
$11K ﹤0.01%
682
449
$11K ﹤0.01%
236
+36
450
$11K ﹤0.01%
137
16 17
18
19 20