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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.9M 0.58%
19,859
27
$4.25M 0.5%
30,572
-425
28
$3.79M 0.45%
23,719
-25
29
$3.77M 0.44%
61,800
-240
30
$3.55M 0.42%
44,148
-519
31
$3.53M 0.42%
57,960
+1,100
32
$3.53M 0.42%
16,253
-284
33
$3.46M 0.41%
19,219
34
$3.42M 0.4%
91,136
35
$3.39M 0.4%
26,457
-630
36
$3.21M 0.38%
13,816
-358
37
$3.14M 0.37%
24,280
-1,222
38
$2.97M 0.35%
25,235
-889
39
$2.66M 0.31%
17,982
+8,933
40
$2.62M 0.31%
50,835
-609
41
$2.57M 0.3%
39,679
42
$2.55M 0.3%
46,373
-2,943
43
$2.5M 0.29%
45,991
+940
44
$2.38M 0.28%
19,096
+1,615
45
$2.24M 0.26%
80,100
46
$2.21M 0.26%
17,447
47
$2.12M 0.25%
9,886
-265
48
$2.09M 0.25%
29,547
49
$1.98M 0.23%
26,008
+245
50
$1.94M 0.23%
24,916
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