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
$701M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1 +$6.34M
2 +$5.67M
3 +$5.64M
4
VAW icon
Vanguard Materials ETF
VAW
+$4.94M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.34M

Top Sells

1 +$21.9M
2 +$6.49M
3 +$5.66M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.41M

Sector Composition

1 Industrials 42.19%
2 Healthcare 3.36%
3 Technology 2.49%
4 Financials 2.31%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$16K ﹤0.01%
650
452
$16K ﹤0.01%
846
-3,973
453
$16K ﹤0.01%
1,395
454
$16K ﹤0.01%
282
455
$16K ﹤0.01%
4,183
456
$16K ﹤0.01%
280
457
$16K ﹤0.01%
+1,008
458
$15K ﹤0.01%
493
-8,506
459
0
460
$15K ﹤0.01%
1,261
461
$15K ﹤0.01%
7,000
462
$15K ﹤0.01%
5
463
$14K ﹤0.01%
137
464
$13K ﹤0.01%
117
465
$13K ﹤0.01%
841
466
$12K ﹤0.01%
242
467
$12K ﹤0.01%
4,050
468
$11K ﹤0.01%
302
469
$11K ﹤0.01%
421
470
$10K ﹤0.01%
307
471
$10K ﹤0.01%
100
472
$10K ﹤0.01%
260
473
$9K ﹤0.01%
+648
474
$9K ﹤0.01%
200
+58
475
$9K ﹤0.01%
77