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
$664M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VB icon
Vanguard Small-Cap ETF
VB
+$445K

Top Sells

1
+$36.7M
2
+$1.99M
3
+$1.23M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$979K
5
SPG icon
Simon Property Group
SPG
+$939K

Sector Composition

1 Industrials 45.19%
2 Healthcare 3.33%
3 Technology 2.61%
4 Financials 2.22%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
60
477
$5K ﹤0.01%
333
478
$5K ﹤0.01%
111
479
$5K ﹤0.01%
45
-148
480
$4K ﹤0.01%
500
481
$4K ﹤0.01%
100
482
$4K ﹤0.01%
201
483
$4K ﹤0.01%
115
484
$4K ﹤0.01%
100
485
$4K ﹤0.01%
100
486
$4K ﹤0.01%
377
+100
487
$4K ﹤0.01%
289
488
$3K ﹤0.01%
36
489
$3K ﹤0.01%
33
-788
490
$3K ﹤0.01%
53
491
$3K ﹤0.01%
32
492
$3K ﹤0.01%
49
493
$3K ﹤0.01%
+500
494
$3K ﹤0.01%
24
495
$2K ﹤0.01%
35
496
– –
0
497
$2K ﹤0.01%
44
498
$2K ﹤0.01%
56
499
$2K ﹤0.01%
90
500
$2K ﹤0.01%
43
18 19
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