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
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 0.63%
21,475
-60
27
$3.81M 0.56%
12,051
+247
28
$3.73M 0.55%
21,854
29
$3.58M 0.53%
47,656
-17,103
30
$3.5M 0.51%
23,073
-1,211
31
$3.49M 0.51%
39,361
+81
32
$3.45M 0.51%
21,324
+6,491
33
$2.95M 0.43%
9,234
-189
34
$2.75M 0.4%
33,636
-755
35
$2.66M 0.39%
5,010
+482
36
$2.65M 0.39%
86,746
+30,454
37
$2.55M 0.37%
34,193
+423
38
$2.45M 0.36%
22,293
-1,951
39
$2.45M 0.36%
14,445
-4
40
$2.25M 0.33%
12,513
41
$2.23M 0.33%
4,046
+1,041
42
$2.16M 0.32%
17,397
-415
43
$2.16M 0.32%
31,986
+27,466
44
$2.09M 0.31%
40,726
-3,146
45
$2.08M 0.31%
11,494
-187
46
$2.05M 0.3%
+119,888
47
$2.04M 0.3%
32,000
48
$1.97M 0.29%
7,465
-6
49
$1.96M 0.29%
9,828
+2,042
50
$1.94M 0.28%
9,202
+338
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2
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