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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
88
527
$5K ﹤0.01%
91
528
$5K ﹤0.01%
219
+34
529
$4K ﹤0.01%
169
-2
530
$4K ﹤0.01%
10
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531
$4K ﹤0.01%
52
532
$4K ﹤0.01%
170
+117
533
$4K ﹤0.01%
65
-7
534
$4K ﹤0.01%
94
+10
535
$4K ﹤0.01%
63
-103
536
$4K ﹤0.01%
164
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537
$4K ﹤0.01%
288
-189
538
$4K ﹤0.01%
474
-485
539
$4K ﹤0.01%
13
-1
540
$4K ﹤0.01%
236
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541
$4K ﹤0.01%
81
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542
$4K ﹤0.01%
80
-55
543
$4K ﹤0.01%
51
544
$4K ﹤0.01%
442
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545
$4K ﹤0.01%
131
546
$4K ﹤0.01%
131
+38
547
$4K ﹤0.01%
734
-5,073
548
$4K ﹤0.01%
46
-620
549
$4K ﹤0.01%
13
550
$4K ﹤0.01%
63
-127
20 21
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23 24