MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$10.2M
3
+$8.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.64M
5
TROW icon
T. Rowe Price
TROW
+$2.12M

Top Sells

1
+$35.3M
2
+$25M
3
+$6.68M
4
SHOP icon
Shopify
SHOP
+$4.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.23M

Sector Composition

1 Industrials 20%
2 Technology 10.2%
3 Financials 8.19%
4 Healthcare 5.44%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$16K ﹤0.01%
218
502
$16K ﹤0.01%
308
+219
503
$16K ﹤0.01%
1,000
504
$16K ﹤0.01%
228
505
$16K ﹤0.01%
476
506
$16K ﹤0.01%
382
507
$15K ﹤0.01%
286
+56
508
$15K ﹤0.01%
415
509
$15K ﹤0.01%
+155
510
$15K ﹤0.01%
76
511
$15K ﹤0.01%
310
+304
512
$15K ﹤0.01%
184
513
$15K ﹤0.01%
+64
514
$15K ﹤0.01%
711
-13
515
$14K ﹤0.01%
226
516
$14K ﹤0.01%
119
-9,540
517
$14K ﹤0.01%
90
+80
518
$14K ﹤0.01%
+10
519
$14K ﹤0.01%
+100
520
$14K ﹤0.01%
211
+70
521
$14K ﹤0.01%
95
522
$14K ﹤0.01%
681
523
$14K ﹤0.01%
238
-58
524
$14K ﹤0.01%
29
+20
525
$13K ﹤0.01%
58
+4
19 20
21
22 23