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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7K ﹤0.01%
170
-1
477
$7K ﹤0.01%
158
+66
478
$7K ﹤0.01%
121
+13
479
$7K ﹤0.01%
451
+229
480
$7K ﹤0.01%
332
481
$7K ﹤0.01%
503
-325
482
$7K ﹤0.01%
58
483
$7K ﹤0.01%
40
484
$7K ﹤0.01%
278
+73
485
$6K ﹤0.01%
281
486
$6K ﹤0.01%
148
-197
487
$6K ﹤0.01%
94
488
$6K ﹤0.01%
83
489
$6K ﹤0.01%
301
+155
490
$6K ﹤0.01%
260
491
$6K ﹤0.01%
+744
492
$6K ﹤0.01%
26
493
$6K ﹤0.01%
107
-2
494
$6K ﹤0.01%
+1,954
495
$6K ﹤0.01%
57
496
$6K ﹤0.01%
79
497
$6K ﹤0.01%
122
+17
498
$6K ﹤0.01%
42
-1
499
$6K ﹤0.01%
107
500
$6K ﹤0.01%
74
+36
18 19
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