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
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$1.79M
3
+$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1
+$201M
2
+$34.6M
3
+$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
140
452
$5K ﹤0.01%
360
-362
453
$4K ﹤0.01%
+7
454
$4K ﹤0.01%
+9
455
$4K ﹤0.01%
40
456
$4K ﹤0.01%
128
457
$3K ﹤0.01%
36
458
$3K ﹤0.01%
51
459
$3K ﹤0.01%
66
+6
460
$3K ﹤0.01%
43
461
$3K ﹤0.01%
+9
462
$3K ﹤0.01%
+76
463
$3K ﹤0.01%
60
+6
464
$3K ﹤0.01%
+87
465
$3K ﹤0.01%
700
466
$2K ﹤0.01%
3
-103
467
$2K ﹤0.01%
+32
468
$2K ﹤0.01%
+20
469
$2K ﹤0.01%
122
470
$2K ﹤0.01%
10
-1,458
471
$2K ﹤0.01%
+29
472
$2K ﹤0.01%
44
473
$2K ﹤0.01%
+42
474
$2K ﹤0.01%
30
475
$2K ﹤0.01%
35
17 18
19
20 21