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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16K ﹤0.01%
148
452
$16K ﹤0.01%
322
453
$15K ﹤0.01%
228
454
$15K ﹤0.01%
85
455
$15K ﹤0.01%
2,105
456
$14K ﹤0.01%
75
-25
457
$14K ﹤0.01%
195
-25
458
$14K ﹤0.01%
80
-26
459
$13K ﹤0.01%
+160
460
$13K ﹤0.01%
+100
461
$13K ﹤0.01%
200
462
$13K ﹤0.01%
204
-30
463
$13K ﹤0.01%
144
464
$13K ﹤0.01%
+600
465
$12K ﹤0.01%
281
466
$12K ﹤0.01%
52
-521
467
$12K ﹤0.01%
775
468
$12K ﹤0.01%
456
469
$12K ﹤0.01%
50
-15
470
$12K ﹤0.01%
668
471
$12K ﹤0.01%
100
-15
472
$12K ﹤0.01%
600
473
$12K ﹤0.01%
54
474
$12K ﹤0.01%
200
475
$11K ﹤0.01%
132
17 18
19
20 21