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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1 +$7.47M
2 +$3.03M
3 +$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1 +$4.42M
2 +$3.74M
3 +$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$10.1K ﹤0.01%
37
+30
602
$10.1K ﹤0.01%
75
+1
603
$9.96K ﹤0.01%
85
604
$9.9K ﹤0.01%
379
-19
605
$9.75K ﹤0.01%
75
+35
606
$9.66K ﹤0.01%
320
607
$9.63K ﹤0.01%
302
-226
608
$9.61K ﹤0.01%
251
+66
609
$9.4K ﹤0.01%
136
+112
610
$9.26K ﹤0.01%
84
+35
611
$9.22K ﹤0.01%
+57
612
$9.15K ﹤0.01%
70
+20
613
$9.05K ﹤0.01%
16
+8
614
$8.99K ﹤0.01%
283
-1,492
615
$8.99K ﹤0.01%
467
+398
616
$8.9K ﹤0.01%
123
617
$8.83K ﹤0.01%
216
-659
618
$8.69K ﹤0.01%
147
+17
619
$8.68K ﹤0.01%
80
620
$8.67K ﹤0.01%
+30
621
$8.63K ﹤0.01%
253
-40
622
$8.61K ﹤0.01%
300
+37
623
$8.46K ﹤0.01%
172
+168
624
$8.44K ﹤0.01%
237
+144
625
$8.39K ﹤0.01%
199