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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.49%
21,794
+1,412
27
$3.23M 0.48%
10,582
-275
28
$3.15M 0.47%
131,330
-1,862
29
$3.1M 0.46%
23,322
30
$3.02M 0.45%
22,276
-55
31
$2.99M 0.45%
22,578
-2,257
32
$2.86M 0.43%
44,726
+2,323
33
$2.85M 0.42%
38,670
-1,587
34
$2.78M 0.41%
56,643
-17,931
35
$2.71M 0.4%
12,249
-30
36
$2.55M 0.38%
15,914
+903
37
$2.5M 0.37%
36,644
38
$2.41M 0.36%
34,362
-61
39
$2.33M 0.35%
145,896
40
$2.32M 0.35%
36,253
41
$2.23M 0.33%
14,883
+4,900
42
$2.23M 0.33%
42,857
-8,683
43
$2.15M 0.32%
+37,000
44
$2.11M 0.31%
32,390
-670
45
$2.1M 0.31%
9,384
46
$2.02M 0.3%
37,805
47
$1.98M 0.29%
8,821
-34
48
$1.97M 0.29%
8,614
+3,910
49
$1.93M 0.29%
25,467
50
$1.86M 0.28%
8,436
+453
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