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
526
$11K ﹤0.01%
421
527
$10K ﹤0.01%
100
528
$10K ﹤0.01%
151
529
$9K ﹤0.01%
307
-8
530
$9K ﹤0.01%
302
531
$9K ﹤0.01%
841
532
$8K ﹤0.01%
682
533
$8K ﹤0.01%
187
534
$8K ﹤0.01%
1,261
-1,950
535
$8K ﹤0.01%
7,000
536
$8K ﹤0.01%
77
537
$7K ﹤0.01%
100
538
$7K ﹤0.01%
95
-810
539
$6K ﹤0.01%
68
540
$6K ﹤0.01%
141
541
$6K ﹤0.01%
142
+72
542
$6K ﹤0.01%
104
543
$6K ﹤0.01%
300
-1,500
544
$6K ﹤0.01%
1,000
545
$5K ﹤0.01%
113
546
$5K ﹤0.01%
100
547
$5K ﹤0.01%
154
548
$5K ﹤0.01%
500
549
$5K ﹤0.01%
392
550
$5K ﹤0.01%
+60
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