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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12K ﹤0.01%
228
452
$12K ﹤0.01%
422
453
$11K ﹤0.01%
3,678
454
$11K ﹤0.01%
200
455
$11K ﹤0.01%
392
456
$11K ﹤0.01%
1,261
457
$10K ﹤0.01%
132
458
$10K ﹤0.01%
+400
459
$10K ﹤0.01%
921
460
$9K ﹤0.01%
229
461
$9K ﹤0.01%
141
462
$9K ﹤0.01%
594
463
$9K ﹤0.01%
400
464
$9K ﹤0.01%
54
465
$9K ﹤0.01%
180
466
$8K ﹤0.01%
+2,610
467
$8K ﹤0.01%
549
468
$8K ﹤0.01%
500
469
$8K ﹤0.01%
68
470
$8K ﹤0.01%
392
471
$8K ﹤0.01%
140
472
$8K ﹤0.01%
5,000
473
$7K ﹤0.01%
165
474
$7K ﹤0.01%
137
475
$7K ﹤0.01%
1,013
17 18
19
20 21