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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$8.67M
3
+$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1
+$9.46M
2
+$4.46M
3
+$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
0
627
$2K ﹤0.01%
116
628
$2K ﹤0.01%
+23
629
$2K ﹤0.01%
54
630
$2K ﹤0.01%
+71
631
$2K ﹤0.01%
45
632
$1K ﹤0.01%
101
633
$1K ﹤0.01%
17
634
$1K ﹤0.01%
50
635
$1K ﹤0.01%
+136
636
$1K ﹤0.01%
15
637
$1K ﹤0.01%
8
638
$1K ﹤0.01%
46
639
$1K ﹤0.01%
49
640
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641
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-66
642
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-1,990
643
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645
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647
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649
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650
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