MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
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%
+255
602
$7K ﹤0.01%
127
+28
603
$7K ﹤0.01%
83
604
$7K ﹤0.01%
282
+194
605
$7K ﹤0.01%
73
606
$7K ﹤0.01%
28
-12
607
$7K ﹤0.01%
149
608
$7K ﹤0.01%
100
609
$7K ﹤0.01%
487
610
$7K ﹤0.01%
99
-7
611
$7K ﹤0.01%
93
+13
612
$7K ﹤0.01%
108
613
$7K ﹤0.01%
11
614
$7K ﹤0.01%
82
+2
615
$7K ﹤0.01%
66
+17
616
$7K ﹤0.01%
268
-13
617
$7K ﹤0.01%
257
+55
618
$7K ﹤0.01%
164
+18
619
$7K ﹤0.01%
185
+55
620
$7K ﹤0.01%
48
621
$7K ﹤0.01%
238
622
$7K ﹤0.01%
151
-22
623
$7K ﹤0.01%
243
+74
624
$7K ﹤0.01%
229
-144
625
$7K ﹤0.01%
60
+9
23 24
25
26 27