MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
+18.99%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$630M
AUM Growth
-$92.3M
(-13%)
Cap. Flow
-$253M
Cap. Flow
% of AUM
-40.13%
Top 10 Holdings %
Top 10 Hldgs %
60.67%
Holding
716
New
165
Increased
76
Reduced
213
Closed
67
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$44.4M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.79M |
| 3 |
NKLA
Nikola Corporation Common Stock
NKLA
|
+$647K |
| 4 |
SPDR Gold Trust
GLD
|
+$579K |
| 5 |
FSR
Fisker Inc.
FSR
|
+$577K |
Top Sells
| 1 |
United Parcel Service
UPS
|
+$201M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$34.6M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$9.05M |
| 4 |
Apple
AAPL
|
+$5.3M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$4.09M |
Sector Composition
| 1 | Industrials | 22.66% |
| 2 | Technology | 13.95% |
| 3 | Financials | 6.35% |
| 4 | Consumer Discretionary | 5.74% |
| 5 | Healthcare | 5.71% |
