MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
67
-68
452
$5K ﹤0.01%
100
453
$5K ﹤0.01%
68
454
$4K ﹤0.01%
141
455
$4K ﹤0.01%
500
456
$4K ﹤0.01%
204
457
$4K ﹤0.01%
500
458
$4K ﹤0.01%
116
459
$4K ﹤0.01%
289
460
$3K ﹤0.01%
36
461
$3K ﹤0.01%
53
462
$3K ﹤0.01%
341
463
$3K ﹤0.01%
+32
464
$3K ﹤0.01%
49
465
$3K ﹤0.01%
24
466
$3K ﹤0.01%
45
467
$3K ﹤0.01%
76
468
$2K ﹤0.01%
145
469
$2K ﹤0.01%
24
470
$2K ﹤0.01%
56
471
$2K ﹤0.01%
50
472
$2K ﹤0.01%
+80
473
$2K ﹤0.01%
49
474
$1K ﹤0.01%
17
-18
475
$1K ﹤0.01%
50
17 18
19
20 21