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
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$3.94M
3
+$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$796K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$446K

Top Sells

1
+$9.31M
2
+$8.53M
3
+$6.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M
5
UPS icon
United Parcel Service
UPS
+$3.96M

Sector Composition

1 Industrials 42.51%
2 Healthcare 3.69%
3 Technology 2.78%
4 Financials 2.56%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.31%
16,437
-3,935
27
$1.95M 0.31%
91,929
28
$1.9M 0.3%
27,384
-3,448
29
$1.87M 0.3%
15,053
-5,046
30
$1.71M 0.27%
17,885
-4,223
31
$1.66M 0.26%
14,632
-2,611
32
$1.58M 0.25%
47,968
-105,217
33
$1.56M 0.25%
13,469
34
$1.55M 0.25%
67,775
35
$1.51M 0.24%
55,197
-3,195
36
$1.47M 0.23%
13,612
-1,302
37
$1.47M 0.23%
46,957
-12,818
38
$1.43M 0.23%
13,623
-1,465
39
$1.41M 0.22%
9,180
-2,134
40
$1.4M 0.22%
17,029
-7,120
41
$1.39M 0.22%
20,048
-2,577
42
$1.32M 0.21%
35,375
-2,426
43
$1.31M 0.21%
12,518
-2,579
44
$1.29M 0.2%
16,319
+260
45
$1.28M 0.2%
12,434
+2,039
46
$1.21M 0.19%
17,775
-1,369
47
$1.16M 0.18%
+38,807
48
$1.16M 0.18%
26,952
-5,295
49
$1.15M 0.18%
7,560
-1,998
50
$1.1M 0.17%
14,635
-1,008
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