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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$8.67M
3
+$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1
+$9.46M
2
+$4.46M
3
+$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
32
602
$5K ﹤0.01%
+1,360
603
$5K ﹤0.01%
+310
604
$5K ﹤0.01%
+180
605
$5K ﹤0.01%
+180
606
$5K ﹤0.01%
+178
607
$4K ﹤0.01%
+256
608
$4K ﹤0.01%
24
-76
609
$4K ﹤0.01%
136
610
$4K ﹤0.01%
335
611
$4K ﹤0.01%
40
-40
612
$4K ﹤0.01%
+134
613
$4K ﹤0.01%
1,319
614
$3K ﹤0.01%
100
615
$3K ﹤0.01%
53
616
$3K ﹤0.01%
36
617
$3K ﹤0.01%
50
618
$3K ﹤0.01%
+200
619
$3K ﹤0.01%
+250
620
$2K ﹤0.01%
145
621
$2K ﹤0.01%
24
622
$2K ﹤0.01%
53
623
$2K ﹤0.01%
56
624
$2K ﹤0.01%
80
625
$2K ﹤0.01%
51
23 24
25
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