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

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

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
601
$3K ﹤0.01%
80
-342
602
$3K ﹤0.01%
21
+4
603
$3K ﹤0.01%
13
604
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976
-557
605
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86
+5
606
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27
607
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30
-5
608
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70
609
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304
-303
610
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124
+19
611
$3K ﹤0.01%
34
612
$3K ﹤0.01%
214
613
$3K ﹤0.01%
114
+26
614
$3K ﹤0.01%
58
-2
615
$3K ﹤0.01%
144
616
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190
-65
617
$3K ﹤0.01%
114
+41
618
$3K ﹤0.01%
139
+20
619
$2K ﹤0.01%
51
620
$2K ﹤0.01%
36
621
$2K ﹤0.01%
41
-4
622
$2K ﹤0.01%
10
623
$2K ﹤0.01%
+112
624
$2K ﹤0.01%
48
625
$2K ﹤0.01%
14
23 24
25
26 27