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

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

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%
+32
577
$3K ﹤0.01%
374
+74
578
$3K ﹤0.01%
79
-11
579
$3K ﹤0.01%
93
-13
580
$3K ﹤0.01%
41
+7
581
$3K ﹤0.01%
32
582
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26
-1
583
$3K ﹤0.01%
103
+10
584
$3K ﹤0.01%
16
-40
585
$3K ﹤0.01%
23
-4
586
$3K ﹤0.01%
60
-2,411
587
$3K ﹤0.01%
+10
588
$3K ﹤0.01%
56
589
$3K ﹤0.01%
31
590
$3K ﹤0.01%
17
591
$3K ﹤0.01%
300
-444
592
$3K ﹤0.01%
86
-17
593
$3K ﹤0.01%
119
+11
594
$3K ﹤0.01%
8
595
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58
-3
596
$3K ﹤0.01%
50
-8
597
$3K ﹤0.01%
71
-17
598
$3K ﹤0.01%
435
+61
599
$3K ﹤0.01%
53
-1
600
$3K ﹤0.01%
80
-342
22 23
24
25 26