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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$31K ﹤0.01%
+1,284
477
$30.9K ﹤0.01%
2,518
478
$30.8K ﹤0.01%
137
+19
479
$30.8K ﹤0.01%
340
-86
480
$30.8K ﹤0.01%
534
+72
481
$30.3K ﹤0.01%
485
+394
482
$29.3K ﹤0.01%
418
+340
483
$29.3K ﹤0.01%
123
-7
484
$28.9K ﹤0.01%
1,897
+1,835
485
$28.9K ﹤0.01%
400
486
$28.2K ﹤0.01%
441
487
$28.2K ﹤0.01%
775
488
$27.7K ﹤0.01%
+611
489
$27.4K ﹤0.01%
887
490
$27.3K ﹤0.01%
443
491
$27.1K ﹤0.01%
289
+269
492
$27K ﹤0.01%
590
-166
493
$26.9K ﹤0.01%
500
-120
494
$26.6K ﹤0.01%
2,676
-1,508
495
$26.5K ﹤0.01%
921
-77
496
$26.3K ﹤0.01%
1,555
-809
497
$26.3K ﹤0.01%
264
+34
498
$26.2K ﹤0.01%
5,076
+4,503
499
$26.2K ﹤0.01%
230
500
$26.2K ﹤0.01%
533
-25
18 19
20
21 22