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
551
$5K ﹤0.01%
186
552
$4K ﹤0.01%
52
553
$4K ﹤0.01%
527
-633
554
$4K ﹤0.01%
82
555
$4K ﹤0.01%
201
556
$4K ﹤0.01%
333
557
$4K ﹤0.01%
416
558
$4K ﹤0.01%
100
559
$4K ﹤0.01%
+430
560
$4K ﹤0.01%
289
561
$4K ﹤0.01%
111
562
– –
0
563
$3K ﹤0.01%
100
564
$3K ﹤0.01%
36
565
$3K ﹤0.01%
53
566
$3K ﹤0.01%
100
567
$3K ﹤0.01%
24
-1,557
568
$3K ﹤0.01%
277
569
$3K ﹤0.01%
76
570
$2K ﹤0.01%
35
571
$2K ﹤0.01%
53
572
$2K ﹤0.01%
44
-2,736
573
$2K ﹤0.01%
56
574
$2K ﹤0.01%
90
-5,601
575
$2K ﹤0.01%
43
-2,891
21 22
23
24 25