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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
+114
452
$9K ﹤0.01%
+291
453
$9K ﹤0.01%
85
454
$9K ﹤0.01%
650
455
$9K ﹤0.01%
75
456
$9K ﹤0.01%
107
-3
457
$9K ﹤0.01%
108
-5
458
$9K ﹤0.01%
50
459
$9K ﹤0.01%
30
460
$9K ﹤0.01%
229
-143
461
$9K ﹤0.01%
560
462
$9K ﹤0.01%
300
463
$8K ﹤0.01%
47
-9
464
$8K ﹤0.01%
202
+133
465
$8K ﹤0.01%
400
466
$8K ﹤0.01%
46
467
$8K ﹤0.01%
117
-2
468
$8K ﹤0.01%
68
469
$8K ﹤0.01%
300
470
$8K ﹤0.01%
100
471
$8K ﹤0.01%
359
+103
472
$8K ﹤0.01%
200
473
$7K ﹤0.01%
79
+4
474
$7K ﹤0.01%
200
475
$7K ﹤0.01%
284
-10
17 18
19
20 21