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
576
$2K ﹤0.01%
50
577
$2K ﹤0.01%
115
-2,783
578
$2K ﹤0.01%
24
579
$2K ﹤0.01%
62
-3,909
580
$2K ﹤0.01%
49
581
$2K ﹤0.01%
150
582
$1K ﹤0.01%
50
583
$1K ﹤0.01%
+46
584
$1K ﹤0.01%
12
-897
585
$1K ﹤0.01%
17
-1,077
586
$1K ﹤0.01%
49
587
$1K ﹤0.01%
168
588
$1K ﹤0.01%
21
-1,320
589
– –
0
590
$1K ﹤0.01%
54
591
$1K ﹤0.01%
12
592
$1K ﹤0.01%
46
593
$1K ﹤0.01%
141
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594
$1K ﹤0.01%
26
595
– –
-118
596
– –
-1,350
597
– –
-36,615
598
– –
-180
599
– –
-475
600
– –
-275
22 23
24
25 26