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
$630M
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$3.94M
3
+$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$796K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$446K

Top Sells

1
+$9.31M
2
+$8.53M
3
+$6.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M
5
UPS icon
United Parcel Service
UPS
+$3.96M

Sector Composition

1 Industrials 42.51%
2 Healthcare 3.69%
3 Technology 2.78%
4 Financials 2.56%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8K ﹤0.01%
900
502
$8K ﹤0.01%
121
-1,980
503
$8K ﹤0.01%
100
-87
504
$8K ﹤0.01%
300
-10,955
505
$8K ﹤0.01%
1,000
506
$7K ﹤0.01%
200
-3,450
507
$7K ﹤0.01%
260
-96
508
$7K ﹤0.01%
392
-55
509
$7K ﹤0.01%
351
-209
510
$6K ﹤0.01%
100
-2,931
511
$6K ﹤0.01%
500
-1,750
512
$6K ﹤0.01%
215
-6,014
513
$6K ﹤0.01%
100
-564
514
$6K ﹤0.01%
10,000
515
$5K ﹤0.01%
2,005
-403
516
$5K ﹤0.01%
92
+10
517
$5K ﹤0.01%
64
-1
518
$5K ﹤0.01%
129
-7
519
$4K ﹤0.01%
113
-381
520
$4K ﹤0.01%
52
521
$4K ﹤0.01%
154
-40
522
$4K ﹤0.01%
201
-182
523
$4K ﹤0.01%
200
-800
524
$4K ﹤0.01%
200
-1,800
525
$4K ﹤0.01%
277
+50
19 20
21
22 23