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
$630M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$1.79M
3
+$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1
+$201M
2
+$34.6M
3
+$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 0.49%
39,725
-5,691
27
$3.13M 0.49%
17,404
28
$3.04M 0.47%
21,877
+599
29
$2.95M 0.46%
10,636
-3,115
30
$2.95M 0.46%
25,091
-2,317
31
$2.88M 0.45%
44,954
-3,140
32
$2.72M 0.42%
23,322
-2,452
33
$2.43M 0.38%
46,948
-7,676
34
$2.35M 0.37%
13,295
+3,271
35
$2.35M 0.37%
36,644
-21,640
36
$2.31M 0.36%
53,440
-9,505
37
$2.3M 0.36%
20,812
-4,677
38
$2.3M 0.36%
37,057
+28,825
39
$2.27M 0.35%
23,557
-6,538
40
$2.15M 0.33%
36,253
41
$2.01M 0.31%
33,714
-6,134
42
$1.96M 0.3%
13,079
-260
43
$1.93M 0.3%
8,804
-2,082
44
$1.91M 0.3%
33,060
45
$1.76M 0.27%
9,384
46
$1.75M 0.27%
35,411
-7,120
47
$1.71M 0.27%
26,817
-16,500
48
$1.67M 0.26%
37,805
49
$1.66M 0.26%
3,754
-1,039
50
$1.65M 0.26%
7,597
-907
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