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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1 +$7.47M
2 +$3.03M
3 +$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1 +$4.42M
2 +$3.74M
3 +$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$53.7K 0.01%
4,722
+4,319
427
$52.6K 0.01%
406
+29
428
$52.4K 0.01%
4,834
+373
429
$51.9K 0.01%
721
430
$50.7K 0.01%
434
+20
431
$49.8K 0.01%
619
432
$49.5K 0.01%
1,373
+42
433
$49.2K 0.01%
1,636
+156
434
$48.2K 0.01%
362
-1,055
435
$48.2K 0.01%
83
+2
436
$48.2K 0.01%
242
+4
437
$47.2K 0.01%
724
+101
438
$47.1K 0.01%
899
-145
439
$47K 0.01%
1,271
+253
440
$46.4K 0.01%
446
441
$45.9K 0.01%
898
+9
442
$45.2K 0.01%
389
-31
443
$44.4K 0.01%
1,787
444
$44K 0.01%
2,373
445
$43.6K 0.01%
168
446
$42.3K 0.01%
1,000
447
$42.2K 0.01%
457
448
$42.1K 0.01%
1,139
+232
449
$42K 0.01%
416
+75
450
$41K 0.01%
2,842
-109