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MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$788K
3
+$566K
4
TLG
Touchstone Large Company Growth ETF
TLG
+$457K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$390K

Top Sells

1
+$1.96M
2
+$1.44M
3
+$884K
4
VTV icon
Vanguard Value ETF
VTV
+$645K
5
Z icon
Zillow
Z
+$564K

Sector Composition

1 Technology 18.73%
2 Industrials 11.16%
3 Financials 7.22%
4 Consumer Discretionary 7%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$392B
$4.13M 0.59%
18,973
-17
WMT icon
27
Walmart Inc
WMT
$961B
$3.94M 0.57%
31,734
-1,113
JPM icon
28
JPMorgan Chase
JPM
$856B
$3.87M 0.56%
13,160
-691
VEA icon
29
Vanguard FTSE Developed Markets ETF
VEA
$233B
$3.72M 0.54%
58,103
+4,337
VNQ icon
30
Vanguard Real Estate ETF
VNQ
$37.9B
$3.71M 0.53%
41,803
-3,302
LLY icon
31
Eli Lilly
LLY
$1.01T
$3.55M 0.51%
3,864
+24
IWM icon
32
iShares Russell 2000 ETF
IWM
$80.9B
$3.53M 0.51%
14,224
-7,597
HD icon
33
Home Depot
HD
$329B
$3.43M 0.49%
10,420
-109
VGSH icon
34
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$3.3M 0.48%
56,416
-7,928
COST icon
35
Costco
COST
$434B
$3.24M 0.47%
3,248
-425
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$3.19M 0.46%
59,050
+781
APH icon
37
Amphenol
APH
$195B
$3.16M 0.46%
25,027
-90
AVGO icon
38
Broadcom
AVGO
$1.87T
$3.04M 0.44%
9,817
+57
BDX icon
39
Becton Dickinson
BDX
$40.1B
$3.02M 0.43%
19,201
+109
VTI icon
40
Vanguard Total Stock Market ETF
VTI
$661B
$2.94M 0.42%
9,160
-66
EOG icon
41
EOG Resources
EOG
$70.3B
$2.87M 0.41%
19,842
+1,201
IVV icon
42
iShares Core S&P 500 ETF
IVV
$824B
$2.46M 0.35%
3,771
+186
QCOM icon
43
Qualcomm
QCOM
$233B
$2.45M 0.35%
19,027
+75
PG icon
44
Procter & Gamble
PG
$350B
$2.43M 0.35%
16,823
-684
MCD icon
45
McDonald's
MCD
$203B
$2.43M 0.35%
7,815
-268
V icon
46
Visa
V
$616B
$2.25M 0.32%
7,453
-61
IWD icon
47
iShares Russell 1000 Value ETF
IWD
$77.2B
$2.23M 0.32%
10,455
VEU icon
48
Vanguard FTSE All-World ex-US ETF
VEU
$67.6B
$2.13M 0.31%
28,424
UNP icon
49
Union Pacific
UNP
$159B
$2.1M 0.3%
8,663
-336
IWB icon
50
iShares Russell 1000 ETF
IWB
$48.6B
$2.06M 0.3%
5,780
+6
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