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
$723M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.65M
3
+$1.65M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
WTRG icon
Essential Utilities
WTRG
+$718K

Top Sells

1
+$11.8M
2
+$7.92M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$962K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$910K

Sector Composition

1 Industrials 32.87%
2 Technology 11.47%
3 Financials 6.07%
4 Healthcare 5.31%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$19K ﹤0.01%
500
427
$19K ﹤0.01%
15
428
$18K ﹤0.01%
650
429
$18K ﹤0.01%
425
430
$18K ﹤0.01%
1,434
431
$18K ﹤0.01%
300
432
$17K ﹤0.01%
1,904
433
$17K ﹤0.01%
619
434
$16K ﹤0.01%
+548
435
$16K ﹤0.01%
266
436
$16K ﹤0.01%
189
437
$16K ﹤0.01%
+297
438
$16K ﹤0.01%
54
439
$16K ﹤0.01%
1,242
440
$16K ﹤0.01%
193
441
$15K ﹤0.01%
375
442
$15K ﹤0.01%
+616
443
$15K ﹤0.01%
87
444
$14K ﹤0.01%
154
445
$14K ﹤0.01%
1,200
446
$14K ﹤0.01%
1,440
447
$14K ﹤0.01%
+488
448
$14K ﹤0.01%
70
449
$14K ﹤0.01%
250
+100
450
$14K ﹤0.01%
144
16 17
18
19 20