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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
210
477
$6K ﹤0.01%
600
478
$6K ﹤0.01%
101
479
$6K ﹤0.01%
102
480
$6K ﹤0.01%
214
481
$6K ﹤0.01%
557
482
$6K ﹤0.01%
1,046
483
$5K ﹤0.01%
242
484
$5K ﹤0.01%
+60
485
$5K ﹤0.01%
24
486
$5K ﹤0.01%
335
487
$5K ﹤0.01%
150
488
$4K ﹤0.01%
141
-600
489
$4K ﹤0.01%
356
490
$4K ﹤0.01%
200
491
$4K ﹤0.01%
12
-12
492
$4K ﹤0.01%
50
493
$4K ﹤0.01%
+1,000
494
$3K ﹤0.01%
53
495
$3K ﹤0.01%
36
496
$3K ﹤0.01%
124
-12
497
$3K ﹤0.01%
40
498
$3K ﹤0.01%
150
499
$2K ﹤0.01%
24
500
$2K ﹤0.01%
44
18 19
20
21 22