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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$8.67M
3
+$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1
+$9.46M
2
+$4.46M
3
+$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 0.49%
27,557
+494
27
$3.78M 0.48%
32,024
+8,187
28
$3.66M 0.47%
62,140
+4,000
29
$3.62M 0.46%
45,592
+1,106
30
$3.52M 0.45%
23,254
+10,538
31
$3.33M 0.43%
91,221
+90,436
32
$3.28M 0.42%
55,860
+5,660
33
$3.25M 0.42%
26,352
+16,411
34
$2.8M 0.36%
34,671
+3,973
35
$2.76M 0.35%
14,374
+2,685
36
$2.65M 0.34%
26,194
+2,322
37
$2.62M 0.33%
48,816
38
$2.52M 0.32%
14,490
+1,125
39
$2.44M 0.31%
45,444
+5,832
40
$2.31M 0.29%
39,679
-7,203
41
$2.15M 0.27%
17,447
-5,324
42
$2.12M 0.27%
45,316
+548
43
$2.06M 0.26%
80,100
44
$1.99M 0.25%
19,167
+2,885
45
$1.94M 0.25%
25,116
+23,022
46
$1.92M 0.24%
10,094
+1,242
47
$1.91M 0.24%
47,348
+2,581
48
$1.88M 0.24%
4,933
-811
49
$1.6M 0.2%
42,315
50
$1.6M 0.2%
+24,992
1
2
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