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
526
$21.6K ﹤0.01%
+1,413
527
$21.6K ﹤0.01%
600
-212
528
$21.3K ﹤0.01%
234
+49
529
$20.9K ﹤0.01%
81
530
$20.6K ﹤0.01%
511
531
$20.4K ﹤0.01%
330
+8
532
$20K ﹤0.01%
1,000
533
$19.9K ﹤0.01%
492
-7
534
$19.9K ﹤0.01%
659
-4
535
$19.6K ﹤0.01%
200
536
$19.5K ﹤0.01%
112
537
$19.5K ﹤0.01%
1,442
538
$19.4K ﹤0.01%
77
539
$19.3K ﹤0.01%
24
-16
540
$19.3K ﹤0.01%
698
-528
541
$19.2K ﹤0.01%
+274
542
$19.2K ﹤0.01%
5,569
543
$19.1K ﹤0.01%
84
544
$18.8K ﹤0.01%
2,028
-217
545
$17.9K ﹤0.01%
15
546
$17.6K ﹤0.01%
116
+102
547
$17.5K ﹤0.01%
130
+60
548
$17.5K ﹤0.01%
995
549
$17.3K ﹤0.01%
122
+22
550
$17.2K ﹤0.01%
390
20 21
22
23 24