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
551
$17.1K ﹤0.01%
343
-159
552
$17K ﹤0.01%
419
553
$16.7K ﹤0.01%
228
554
$16.6K ﹤0.01%
+248
555
$16.1K ﹤0.01%
110
-240
556
$16K ﹤0.01%
13,548
557
$15.9K ﹤0.01%
700
-2,920
558
$15.7K ﹤0.01%
2,000
559
$15.5K ﹤0.01%
306
+178
560
$15.5K ﹤0.01%
744
561
$15.1K ﹤0.01%
1,561
+1,327
562
$15.1K ﹤0.01%
453
-258
563
$15.1K ﹤0.01%
162
+113
564
$14.6K ﹤0.01%
141
-335
565
$14.6K ﹤0.01%
821
+227
566
$14.5K ﹤0.01%
88
+80
567
$14.3K ﹤0.01%
118
568
$14.3K ﹤0.01%
127
+112
569
$14.3K ﹤0.01%
346
+280
570
$14.3K ﹤0.01%
128
+109
571
$14.2K ﹤0.01%
214
+85
572
$14.1K ﹤0.01%
656
+175
573
$14.1K ﹤0.01%
381
574
$14.1K ﹤0.01%
61
+11
575
$14K ﹤0.01%
61
+39
21 22
23
24 25