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
601
$7K ﹤0.01%
268
-13
602
$7K ﹤0.01%
257
+55
603
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164
+18
604
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185
+55
605
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48
606
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607
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-22
608
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243
+74
609
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229
-144
610
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191
+1
611
$7K ﹤0.01%
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612
$7K ﹤0.01%
+255
613
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127
+28
614
$7K ﹤0.01%
83
615
$7K ﹤0.01%
282
+194
616
$7K ﹤0.01%
73
617
$7K ﹤0.01%
28
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$7K ﹤0.01%
149
619
$7K ﹤0.01%
100
620
$7K ﹤0.01%
487
621
$7K ﹤0.01%
99
-7
622
$7K ﹤0.01%
93
+13
623
$7K ﹤0.01%
108
624
$7K ﹤0.01%
11
625
$7K ﹤0.01%
60
+9
23 24
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