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
$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
626
$7K ﹤0.01%
210
-20
627
$6K ﹤0.01%
22
+4
628
$6K ﹤0.01%
381
+244
629
$6K ﹤0.01%
52
630
$6K ﹤0.01%
45
+7
631
$6K ﹤0.01%
84
+43
632
$6K ﹤0.01%
50
633
$6K ﹤0.01%
105
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634
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151
+8
635
$6K ﹤0.01%
123
+33
636
$6K ﹤0.01%
321
+99
637
$6K ﹤0.01%
65
638
$6K ﹤0.01%
17
639
$6K ﹤0.01%
117
640
$6K ﹤0.01%
104
-13
641
$6K ﹤0.01%
+210
642
$6K ﹤0.01%
132
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643
$6K ﹤0.01%
68
+54
644
$6K ﹤0.01%
368
+162
645
$6K ﹤0.01%
329
-96
646
$6K ﹤0.01%
101
+44
647
$6K ﹤0.01%
303
+66
648
$6K ﹤0.01%
214
649
$6K ﹤0.01%
100
650
$6K ﹤0.01%
80
+8
24 25
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27 28