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
$723M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.65M
3
+$1.65M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
WTRG icon
Essential Utilities
WTRG
+$718K

Top Sells

1
+$11.8M
2
+$7.92M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$962K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$910K

Sector Composition

1 Industrials 32.87%
2 Technology 11.47%
3 Financials 6.07%
4 Healthcare 5.31%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9K ﹤0.01%
1,261
477
$9K ﹤0.01%
421
-600
478
$8K ﹤0.01%
527
-80
479
$8K ﹤0.01%
132
480
$8K ﹤0.01%
300
481
$8K ﹤0.01%
335
482
$8K ﹤0.01%
+100
483
$8K ﹤0.01%
137
484
$7K ﹤0.01%
90
485
$7K ﹤0.01%
600
486
$7K ﹤0.01%
72
487
$7K ﹤0.01%
24
488
$7K ﹤0.01%
60
489
$7K ﹤0.01%
+370
490
$7K ﹤0.01%
100
-650
491
$7K ﹤0.01%
180
492
$7K ﹤0.01%
2,105
493
$7K ﹤0.01%
5,000
494
$6K ﹤0.01%
+266
495
$6K ﹤0.01%
+159
496
$6K ﹤0.01%
101
497
$6K ﹤0.01%
392
498
$6K ﹤0.01%
140
499
$6K ﹤0.01%
103
500
$6K ﹤0.01%
86
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