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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
65
+15
577
$3K ﹤0.01%
104
578
$3K ﹤0.01%
152
+56
579
$3K ﹤0.01%
32
580
$3K ﹤0.01%
26
-1
581
$3K ﹤0.01%
103
+10
582
$3K ﹤0.01%
16
-40
583
$3K ﹤0.01%
23
-4
584
$3K ﹤0.01%
60
-2,411
585
$3K ﹤0.01%
+10
586
$3K ﹤0.01%
56
587
$3K ﹤0.01%
31
588
$3K ﹤0.01%
17
589
$3K ﹤0.01%
300
-444
590
$3K ﹤0.01%
86
-17
591
$3K ﹤0.01%
119
+11
592
$3K ﹤0.01%
8
593
$3K ﹤0.01%
58
-3
594
$3K ﹤0.01%
50
-8
595
$3K ﹤0.01%
71
-17
596
$3K ﹤0.01%
21
+3
597
$3K ﹤0.01%
29
598
$3K ﹤0.01%
14
599
$3K ﹤0.01%
435
+61
600
$3K ﹤0.01%
53
-1
22 23
24
25 26