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
$721M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.67M
3
+$2.92M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

1
+$7.81M
2
+$3.91M
3
+$3.29M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.96M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.57M

Sector Composition

1 Industrials 40.31%
2 Healthcare 3.11%
3 Technology 2.62%
4 Financials 2.44%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$19K ﹤0.01%
256
502
$19K ﹤0.01%
492
503
$18K ﹤0.01%
250
504
$18K ﹤0.01%
600
505
$18K ﹤0.01%
1,395
506
$18K ﹤0.01%
255
507
$18K ﹤0.01%
208
508
$18K ﹤0.01%
594
-700
509
$17K ﹤0.01%
1,691
510
$17K ﹤0.01%
137
511
$17K ﹤0.01%
10,000
512
$16K ﹤0.01%
549
513
$16K ﹤0.01%
4,050
514
$15K ﹤0.01%
273
+2
515
$15K ﹤0.01%
1,261
-1,950
516
$15K ﹤0.01%
282
517
$15K ﹤0.01%
338
518
$15K ﹤0.01%
172
-350
519
– –
0
520
$14K ﹤0.01%
80
521
$13K ﹤0.01%
242
522
$13K ﹤0.01%
280
523
$13K ﹤0.01%
5
524
$12K ﹤0.01%
117
525
$11K ﹤0.01%
260
19 20
21
22 23