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
$721M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.67M
3
+$2.92M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

1
+$7.81M
2
+$3.91M
3
+$3.29M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.96M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.57M

Sector Composition

1 Industrials 40.31%
2 Healthcare 3.11%
3 Technology 2.62%
4 Financials 2.44%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.39%
97,692
+240
27
$2.75M 0.38%
24,900
+1
28
$2.71M 0.38%
18,292
29
$2.52M 0.35%
16,522
-939
30
$2.49M 0.35%
49,344
-4,099
31
$2.42M 0.34%
24,141
+4,851
32
$2.41M 0.33%
67,138
-35,437
33
$2.38M 0.33%
51,298
34
$2.26M 0.31%
59,220
+3,680
35
$2.13M 0.3%
25,476
-2,733
36
$2M 0.28%
29,409
-15,490
37
$1.89M 0.26%
37,022
-1,559
38
$1.89M 0.26%
14,182
-450
39
$1.8M 0.25%
91,246
40
$1.75M 0.24%
47,020
-1,400
41
$1.75M 0.24%
31,702
-2,400
42
$1.69M 0.23%
16,516
-1,475
43
$1.66M 0.23%
20,200
-897
44
$1.54M 0.21%
13,469
45
$1.43M 0.2%
12,853
-3,994
46
$1.42M 0.2%
14,282
-30
47
$1.4M 0.19%
9,659
-282
48
$1.39M 0.19%
36,420
49
$1.38M 0.19%
42,591
-4,932
50
$1.38M 0.19%
16,431
-2,440
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