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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$8.67M
3
+$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1
+$9.46M
2
+$4.46M
3
+$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$35K ﹤0.01%
+968
452
$35K ﹤0.01%
1,511
453
$35K ﹤0.01%
1,904
454
$35K ﹤0.01%
1,021
455
$34K ﹤0.01%
+782
456
$34K ﹤0.01%
+330
457
$34K ﹤0.01%
528
458
$34K ﹤0.01%
1,180
+606
459
$34K ﹤0.01%
+1,268
460
$34K ﹤0.01%
+996
461
$34K ﹤0.01%
+617
462
$34K ﹤0.01%
400
+225
463
$33K ﹤0.01%
467
464
$33K ﹤0.01%
1,669
465
$33K ﹤0.01%
+523
466
$33K ﹤0.01%
+300
467
$33K ﹤0.01%
1,242
468
$32K ﹤0.01%
3,678
469
$32K ﹤0.01%
623
-1,085
470
$32K ﹤0.01%
427
471
$31K ﹤0.01%
+534
472
$31K ﹤0.01%
+325
473
$31K ﹤0.01%
619
474
$31K ﹤0.01%
+1,400
475
$30K ﹤0.01%
+165
17 18
19
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