MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
53
477
$1K ﹤0.01%
100
478
$1K ﹤0.01%
+46
479
$1K ﹤0.01%
54
480
$1K ﹤0.01%
12
481
– –
-1,300
482
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-201
483
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-1,105
484
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-846
485
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-1,676
486
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-810
487
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-600
488
$0 ﹤0.01%
10
489
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-560
490
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0
491
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0
492
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-2,100
493
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-4,500
494
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495
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-4,183
496
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-1,087
497
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-8,508
498
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-60
499
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-450
500
– –
-500
17 18 19
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