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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
100
427
$14K ﹤0.01%
34
428
$14K ﹤0.01%
1,469
+45
429
$14K ﹤0.01%
6,336
-1,944
430
$14K ﹤0.01%
272
431
$14K ﹤0.01%
375
432
$14K ﹤0.01%
709
-3
433
$14K ﹤0.01%
501
434
$13K ﹤0.01%
1,075
435
$13K ﹤0.01%
47
-3
436
$13K ﹤0.01%
228
437
$12K ﹤0.01%
10
438
$12K ﹤0.01%
112
439
$12K ﹤0.01%
+2,110
440
$12K ﹤0.01%
1,214
441
$12K ﹤0.01%
1,399
442
$11K ﹤0.01%
+2,565
443
$11K ﹤0.01%
2,322
444
$11K ﹤0.01%
144
445
$10K ﹤0.01%
239
+197
446
$10K ﹤0.01%
90
447
$10K ﹤0.01%
51
-566
448
$10K ﹤0.01%
114
-5
449
$10K ﹤0.01%
67
+5
450
$9K ﹤0.01%
126
-951
16 17
18
19 20