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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.37%
37,795
+262
27
$1.98M 0.31%
80,100
28
$1.93M 0.31%
16,234
-2,370
29
$1.92M 0.3%
42,180
+2,760
30
$1.85M 0.29%
14,284
-387
31
$1.77M 0.28%
13,100
-369
32
$1.75M 0.28%
11,379
-671
33
$1.71M 0.27%
38,198
-1,200
34
$1.68M 0.27%
20,223
+2,797
35
$1.63M 0.26%
36,420
36
$1.56M 0.25%
17,875
+274
37
$1.55M 0.25%
45,340
-716
38
$1.55M 0.25%
28,033
+611
39
$1.51M 0.24%
43,360
-475
40
$1.47M 0.23%
67,775
41
$1.46M 0.23%
18,058
-48
42
$1.44M 0.23%
7,755
+180
43
$1.32M 0.21%
7,585
-40
44
$1.24M 0.2%
11,636
+30
45
$1.23M 0.19%
13,399
+350
46
$1.21M 0.19%
10,307
-225
47
$1.19M 0.19%
10,206
48
$1.12M 0.18%
6,449
-1,704
49
$1.11M 0.18%
18,402
+140
50
$1.09M 0.17%
13,528
-420
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2
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