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
501
$26K ﹤0.01%
628
+397
502
$26K ﹤0.01%
718
+14
503
$25.7K ﹤0.01%
359
+32
504
$25.6K ﹤0.01%
514
+225
505
$25.3K ﹤0.01%
183
-22
506
$24.5K ﹤0.01%
489
507
$24.3K ﹤0.01%
95
508
$24.1K ﹤0.01%
1,261
509
$24K ﹤0.01%
832
+132
510
$23.8K ﹤0.01%
500
511
$23.7K ﹤0.01%
492
+107
512
$23.5K ﹤0.01%
3,000
513
$23.4K ﹤0.01%
2,566
+1
514
$23.4K ﹤0.01%
168
+110
515
$23.2K ﹤0.01%
601
+78
516
$23K ﹤0.01%
554
+54
517
$22.7K ﹤0.01%
95
-93
518
$22.5K ﹤0.01%
500
519
$22.5K ﹤0.01%
267
+217
520
$22.2K ﹤0.01%
331
+249
521
$22.1K ﹤0.01%
127
522
$22K ﹤0.01%
1,075
523
$22K ﹤0.01%
117
-123
524
$22K ﹤0.01%
29
525
$21.7K ﹤0.01%
505
+105
19 20
21
22 23