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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 0.65%
21,854
27
$4.76M 0.64%
26,442
28
$4.69M 0.63%
43,028
-366
29
$4.57M 0.61%
18,735
-753
30
$4.37M 0.59%
12,609
+168
31
$4.3M 0.58%
22,325
32
$4.2M 0.56%
84,840
+6,890
33
$3.67M 0.49%
34,830
-429
34
$3.54M 0.48%
21,452
+18,353
35
$3.52M 0.47%
7,273
-305
36
$3.43M 0.46%
23,432
+544
37
$3.43M 0.46%
14,452
-3,465
38
$3.39M 0.45%
23,468
+464
39
$3.31M 0.44%
13,320
+381
40
$3.03M 0.41%
19,537
-688
41
$2.92M 0.39%
31,112
-4,620
42
$2.84M 0.38%
5,390
-106
43
$2.74M 0.37%
12,493
44
$2.59M 0.35%
15,250
+87
45
$2.53M 0.34%
35,170
46
$2.41M 0.32%
9,202
47
$2.39M 0.32%
10,744
+283
48
$2.27M 0.3%
18,768
-111
49
$2.24M 0.3%
7,548
+79
50
$2.22M 0.3%
13,062
-178
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