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
$764M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$10.2M
3
+$8.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.64M
5
TROW icon
T. Rowe Price
TROW
+$2.12M

Top Sells

1
+$35.3M
2
+$25M
3
+$6.68M
4
SHOP icon
Shopify
SHOP
+$4.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.23M

Sector Composition

1 Industrials 20%
2 Technology 10.2%
3 Financials 8.19%
4 Healthcare 5.44%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$9K ﹤0.01%
307
577
$9K ﹤0.01%
392
578
$9K ﹤0.01%
151
-28
579
$9K ﹤0.01%
+238
580
$9K ﹤0.01%
642
-15
581
$9K ﹤0.01%
148
582
$9K ﹤0.01%
195
583
$9K ﹤0.01%
+100
584
$8K ﹤0.01%
167
+89
585
$8K ﹤0.01%
337
+135
586
$8K ﹤0.01%
116
+21
587
$8K ﹤0.01%
235
588
$8K ﹤0.01%
100
+78
589
$8K ﹤0.01%
60
590
$8K ﹤0.01%
400
591
$8K ﹤0.01%
70
-57
592
$8K ﹤0.01%
82
-28
593
$8K ﹤0.01%
27
+7
594
$8K ﹤0.01%
140
+10
595
$8K ﹤0.01%
267
596
$8K ﹤0.01%
58
597
$8K ﹤0.01%
157
+31
598
$8K ﹤0.01%
132
-25
599
$7K ﹤0.01%
82
+2
600
$7K ﹤0.01%
66
+17
22 23
24
25 26