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
$695M
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$773K
3
+$765K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$762K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$14.1M
2
+$4.88M
3
+$4.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.81M

Sector Composition

1 Industrials 20.78%
2 Technology 10.33%
3 Financials 7.82%
4 Healthcare 5.79%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7K ﹤0.01%
124
-16
602
$7K ﹤0.01%
284
+156
603
$7K ﹤0.01%
273
+44
604
$7K ﹤0.01%
267
605
$7K ﹤0.01%
210
606
$7K ﹤0.01%
100
607
$6K ﹤0.01%
52
608
$6K ﹤0.01%
94
609
$6K ﹤0.01%
270
+68
610
$6K ﹤0.01%
348
+287
611
$6K ﹤0.01%
188
+143
612
$6K ﹤0.01%
260
613
$6K ﹤0.01%
116
+11
614
$6K ﹤0.01%
+230
615
$6K ﹤0.01%
90
-46
616
$6K ﹤0.01%
38
-32
617
$6K ﹤0.01%
92
618
$6K ﹤0.01%
+252
619
$6K ﹤0.01%
123
+30
620
$6K ﹤0.01%
68
+2
621
$6K ﹤0.01%
50
+13
622
$6K ﹤0.01%
65
-17
623
$6K ﹤0.01%
44
-4
624
$6K ﹤0.01%
117
625
$6K ﹤0.01%
126
-6
23 24
25
26 27