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
$611M
AUM Growth
-$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$8.62M
2 +$1.33M
3 +$784K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$670K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$635K

Top Sells

1 +$27.5M
2 +$15.6M
3 +$13.2M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$10.9M
5
VTV icon
Vanguard Value ETF
VTV
+$9.56M

Sector Composition

1 Industrials 33.06%
2 Technology 9.85%
3 Financials 5.67%
4 Healthcare 5.65%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.16M 0.51%
59,116
-27,868
27
$3.15M 0.5%
90,060
-18,360
28
$3.09M 0.5%
57,124
+3,739
29
$2.63M 0.42%
29,678
-9,930
30
$2.58M 0.41%
13,816
31
$2.43M 0.39%
49,874
+27,328
32
$2.36M 0.38%
26,215
+180
33
$2.26M 0.36%
20,578
+820
34
$2.22M 0.36%
17,528
-454
35
$2.07M 0.33%
25,774
-55,581
36
$2.01M 0.32%
36,253
-3,426
37
$1.96M 0.31%
44,301
-490
38
$1.92M 0.31%
57,182
-137,055
39
$1.9M 0.3%
39,298
-8,075
40
$1.85M 0.3%
27,408
41
$1.83M 0.29%
11,086
42
$1.77M 0.28%
23,677
+15
43
$1.77M 0.28%
42,430
+1,130
44
$1.68M 0.27%
17,447
45
$1.65M 0.26%
29,524
+1,620
46
$1.57M 0.25%
19,302
47
$1.54M 0.25%
49,659
+3,206
48
$1.41M 0.23%
14,561
+131
49
$1.39M 0.22%
12,137
-32,969
50
$1.39M 0.22%
17,563