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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K ﹤0.01%
15
427
$22K ﹤0.01%
200
428
$22K ﹤0.01%
1,242
429
$22K ﹤0.01%
10,000
430
$21K ﹤0.01%
215
-253
431
$21K ﹤0.01%
281
-70
432
$21K ﹤0.01%
1,320
433
$20K ﹤0.01%
189
434
$19K ﹤0.01%
322
435
$18K ﹤0.01%
+87
436
$17K ﹤0.01%
300
-182
437
$17K ﹤0.01%
804
438
$17K ﹤0.01%
1,434
439
$16K ﹤0.01%
415
-7
440
$16K ﹤0.01%
1,261
441
$15K ﹤0.01%
10
442
$15K ﹤0.01%
114
443
$15K ﹤0.01%
266
444
$14K ﹤0.01%
150
445
$14K ﹤0.01%
193
446
$14K ﹤0.01%
48
+20
447
$13K ﹤0.01%
+218
448
$13K ﹤0.01%
467
449
$13K ﹤0.01%
+70
450
$13K ﹤0.01%
+144
16 17
18
19 20