MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1 +$6.34M
2 +$5.67M
3 +$5.64M
4
VAW icon
Vanguard Materials ETF
VAW
+$4.94M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.34M

Top Sells

1 +$21.9M
2 +$6.49M
3 +$5.66M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.41M

Sector Composition

1 Industrials 42.19%
2 Healthcare 3.36%
3 Technology 2.49%
4 Financials 2.31%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$0 ﹤0.01%
13
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-3,154
579
-2,268
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0
581
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582
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583
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584
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585
-10,000
586
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587
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588
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589
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590
$0 ﹤0.01%
360
591
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592
$0 ﹤0.01%
+7
593
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594
$0 ﹤0.01%
2,524
595
-342
596
-4,907
597
$0 ﹤0.01%
898
598
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599
-3,793
600
0