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

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

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
626
$2K ﹤0.01%
142
627
$2K ﹤0.01%
76
-16
628
$2K ﹤0.01%
49
629
$2K ﹤0.01%
81
-29
630
$2K ﹤0.01%
33
-2
631
$2K ﹤0.01%
+102
632
$2K ﹤0.01%
34
633
$2K ﹤0.01%
+73
634
$2K ﹤0.01%
659
+111
635
$2K ﹤0.01%
+82
636
$2K ﹤0.01%
53
-16
637
$2K ﹤0.01%
30
+19
638
$2K ﹤0.01%
+142
639
$2K ﹤0.01%
51
640
$2K ﹤0.01%
62
+46
641
$2K ﹤0.01%
226
+5
642
$2K ﹤0.01%
177
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643
$2K ﹤0.01%
33
+13
644
$2K ﹤0.01%
53
+2
645
$2K ﹤0.01%
36
-16
646
$2K ﹤0.01%
26
647
$2K ﹤0.01%
13
-7
648
$2K ﹤0.01%
358
-193
649
$2K ﹤0.01%
38
650
$2K ﹤0.01%
22
-8
24 25
26
27 28