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
$630M
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$3.94M
3
+$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$796K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$446K

Top Sells

1
+$9.31M
2
+$8.53M
3
+$6.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M
5
UPS icon
United Parcel Service
UPS
+$3.96M

Sector Composition

1 Industrials 42.51%
2 Healthcare 3.69%
3 Technology 2.78%
4 Financials 2.56%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$23K ﹤0.01%
387
-86
452
$23K ﹤0.01%
322
-100
453
$23K ﹤0.01%
376
-1,183
454
$22K ﹤0.01%
3,000
-10,226
455
$22K ﹤0.01%
1,395
-205
456
$22K ﹤0.01%
158
-46
457
$21K ﹤0.01%
1,852
458
$21K ﹤0.01%
549
-120
459
$21K ﹤0.01%
275
460
$21K ﹤0.01%
841
-361
461
$21K ﹤0.01%
1,319
462
$21K ﹤0.01%
275
-35
463
$20K ﹤0.01%
925
-957
464
$20K ﹤0.01%
492
465
$20K ﹤0.01%
1,320
-1,398
466
$20K ﹤0.01%
444
-32
467
$19K ﹤0.01%
250
-26
468
$19K ﹤0.01%
84
-872
469
$19K ﹤0.01%
10,000
470
$19K ﹤0.01%
80
-684
471
$18K ﹤0.01%
194
-176
472
$18K ﹤0.01%
400
473
$18K ﹤0.01%
600
474
$18K ﹤0.01%
421
-19
475
$18K ﹤0.01%
75
17 18
19
20 21