MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$10.2M
3
+$8.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.64M
5
TROW icon
T. Rowe Price
TROW
+$2.12M

Top Sells

1
+$35.3M
2
+$25M
3
+$6.68M
4
SHOP icon
Shopify
SHOP
+$4.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.23M

Sector Composition

1 Industrials 20%
2 Technology 10.2%
3 Financials 8.19%
4 Healthcare 5.44%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
100
552
$11K ﹤0.01%
+50
553
$11K ﹤0.01%
+115
554
$11K ﹤0.01%
217
+113
555
$11K ﹤0.01%
400
-1,650
556
$11K ﹤0.01%
90
557
$11K ﹤0.01%
300
558
$11K ﹤0.01%
+150
559
$11K ﹤0.01%
75
560
$11K ﹤0.01%
181
+31
561
$11K ﹤0.01%
488
+156
562
$11K ﹤0.01%
30
-20
563
$11K ﹤0.01%
88
+20
564
$10K ﹤0.01%
353
+55
565
$10K ﹤0.01%
100
-39
566
$10K ﹤0.01%
470
+205
567
$10K ﹤0.01%
217
-122
568
$10K ﹤0.01%
655
-76
569
$10K ﹤0.01%
200
570
$10K ﹤0.01%
198
+21
571
$10K ﹤0.01%
200
572
$10K ﹤0.01%
281
573
$10K ﹤0.01%
764
+709
574
$10K ﹤0.01%
4,074
+488
575
$9K ﹤0.01%
63
21 22
23
24 25