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
$764M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$10.2M
3
+$8.08M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.09M

Top Sells

1
+$39.7M
2
+$26.2M
3
+$4.58M
4
ENJY
Enjoy Technology, Inc. Common Stock
ENJY
+$4.16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.34M

Sector Composition

1 Industrials 20%
2 Technology 10.2%
3 Financials 8.19%
4 Healthcare 5.44%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 0.63%
21,854
27
$4.6M 0.6%
11,091
-10
28
$4.31M 0.56%
23,565
+103
29
$3.99M 0.52%
22,304
+1,789
30
$3.88M 0.51%
22,322
-1,000
31
$3.67M 0.48%
22,467
-360
32
$3.58M 0.47%
20,934
+8,984
33
$3.32M 0.43%
13,030
-2,863
34
$3.31M 0.43%
19,242
35
$3.06M 0.4%
39,914
+718
36
$3M 0.39%
34,388
-25
37
$2.77M 0.36%
145,896
38
$2.64M 0.35%
31,503
-403
39
$2.61M 0.34%
16,494
-7,185
40
$2.6M 0.34%
33,770
41
$2.56M 0.34%
43,441
-2,005
42
$2.37M 0.31%
8,836
-4
43
$2.34M 0.31%
8,864
-520
44
$2.33M 0.31%
6,618
-74,514
45
$2.21M 0.29%
4,394
+1
46
$2.2M 0.29%
7,213
47
$2.2M 0.29%
32,000
48
$2.11M 0.28%
19,828
49
$2.1M 0.27%
47,138
+292
50
$2.06M 0.27%
17,714
+10
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2
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