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
$695M
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$773K
3
+$765K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$762K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$14.1M
2
+$4.88M
3
+$4.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.81M

Sector Composition

1 Industrials 20.78%
2 Technology 10.33%
3 Financials 7.82%
4 Healthcare 5.79%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K ﹤0.01%
257
477
$18K ﹤0.01%
186
-12
478
$18K ﹤0.01%
137
-82
479
$18K ﹤0.01%
312
-311
480
$17K ﹤0.01%
1,500
481
$17K ﹤0.01%
358
+173
482
$17K ﹤0.01%
194
+7
483
$17K ﹤0.01%
512
-508
484
$17K ﹤0.01%
94
-91
485
$17K ﹤0.01%
138
-134
486
$17K ﹤0.01%
256
+141
487
$16K ﹤0.01%
100
488
$16K ﹤0.01%
1,193
489
$16K ﹤0.01%
94
-67
490
$16K ﹤0.01%
228
491
$16K ﹤0.01%
610
-607
492
$16K ﹤0.01%
86
-73
493
$15K ﹤0.01%
23
-2
494
$15K ﹤0.01%
132
495
$15K ﹤0.01%
702
-701
496
$15K ﹤0.01%
34
497
$15K ﹤0.01%
272
-196
498
$15K ﹤0.01%
395
-290
499
$15K ﹤0.01%
1,599
+769
500
$15K ﹤0.01%
58
18 19
20
21 22