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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$8.67M
3 +$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1 +$9.46M
2 +$4.46M
3 +$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$22K ﹤0.01%
250
502
$22K ﹤0.01%
+1,165
503
$22K ﹤0.01%
250
504
$22K ﹤0.01%
+400
505
$22K ﹤0.01%
+1,550
506
$22K ﹤0.01%
1,320
507
$22K ﹤0.01%
10,000
508
$21K ﹤0.01%
741
509
$21K ﹤0.01%
804
510
$21K ﹤0.01%
446
511
$20K ﹤0.01%
302
512
$20K ﹤0.01%
549
513
$20K ﹤0.01%
657
514
$20K ﹤0.01%
749
515
$19K ﹤0.01%
+1,000
516
$19K ﹤0.01%
277
517
$19K ﹤0.01%
+550
518
$19K ﹤0.01%
322
519
$19K ﹤0.01%
+1,095
520
$18K ﹤0.01%
422
-6
521
$18K ﹤0.01%
189
+165
522
$17K ﹤0.01%
1,395
523
$17K ﹤0.01%
+3,924
524
$17K ﹤0.01%
+28
525
$16K ﹤0.01%
+1,971