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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24K ﹤0.01%
2,000
427
$23K ﹤0.01%
1,440
428
$23K ﹤0.01%
1,261
429
$23K ﹤0.01%
278
430
$23K ﹤0.01%
5,000
431
$22K ﹤0.01%
233
-85
432
$22K ﹤0.01%
+1,000
433
$22K ﹤0.01%
441
434
$21K ﹤0.01%
124
-14
435
$21K ﹤0.01%
+750
436
$21K ﹤0.01%
400
437
$21K ﹤0.01%
329
438
$20K ﹤0.01%
600
439
$20K ﹤0.01%
200
-41
440
$20K ﹤0.01%
377
441
$19K ﹤0.01%
210
442
$19K ﹤0.01%
150
443
$19K ﹤0.01%
360
444
$19K ﹤0.01%
910
445
$18K ﹤0.01%
1,261
446
$17K ﹤0.01%
224
+65
447
$17K ﹤0.01%
500
448
$17K ﹤0.01%
218
449
$16K ﹤0.01%
180
450
$16K ﹤0.01%
+1,529
16 17
18
19 20