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

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

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
551
$4K ﹤0.01%
48
552
$4K ﹤0.01%
+50
553
$4K ﹤0.01%
201
+33
554
$4K ﹤0.01%
176
-90
555
$4K ﹤0.01%
267
-1,142
556
$4K ﹤0.01%
60
557
$4K ﹤0.01%
107
+58
558
$4K ﹤0.01%
224
+185
559
$3K ﹤0.01%
49
-2
560
$3K ﹤0.01%
31
-9
561
$3K ﹤0.01%
37
562
$3K ﹤0.01%
112
+33
563
$3K ﹤0.01%
339
-146
564
$3K ﹤0.01%
31
+4
565
$3K ﹤0.01%
29
-4
566
$3K ﹤0.01%
+32
567
$3K ﹤0.01%
374
+74
568
$3K ﹤0.01%
79
-11
569
$3K ﹤0.01%
93
-13
570
$3K ﹤0.01%
41
+7
571
$3K ﹤0.01%
+140
572
$3K ﹤0.01%
17
573
$3K ﹤0.01%
401
-29
574
$3K ﹤0.01%
+213
575
$3K ﹤0.01%
36
+10
21 22
23
24 25