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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$40.6K 0.01%
500
452
$40.3K 0.01%
1,350
453
$39.5K 0.01%
399
+3
454
$39.1K 0.01%
506
-82
455
$39.1K 0.01%
681
+158
456
$38.8K 0.01%
500
457
$38.4K 0.01%
631
458
$38.1K 0.01%
749
-834
459
$37.8K 0.01%
60
+3
460
$37.1K 0.01%
10,216
461
$36.8K ﹤0.01%
750
+125
462
$36.1K ﹤0.01%
847
+202
463
$35.3K ﹤0.01%
72
+21
464
$35K ﹤0.01%
900
+875
465
$34.9K ﹤0.01%
2,333
466
$34.6K ﹤0.01%
1,475
-222
467
$34.1K ﹤0.01%
475
+9
468
$33.9K ﹤0.01%
165
+60
469
$33.4K ﹤0.01%
477
+52
470
$32.1K ﹤0.01%
400
-2
471
$31.9K ﹤0.01%
215
+106
472
$31.7K ﹤0.01%
788
+785
473
$31.5K ﹤0.01%
415
-415
474
$31.5K ﹤0.01%
2,038
475
$31.1K ﹤0.01%
1,188
17 18
19
20 21