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
626
$8.38K ﹤0.01%
49
627
$8.38K ﹤0.01%
46
+18
628
$8.29K ﹤0.01%
725
+117
629
$8.27K ﹤0.01%
82
630
$8.23K ﹤0.01%
42
+39
631
$8.14K ﹤0.01%
194
+191
632
$7.96K ﹤0.01%
79
+48
633
$7.93K ﹤0.01%
143
634
$7.87K ﹤0.01%
174
+104
635
$7.85K ﹤0.01%
94
636
$7.84K ﹤0.01%
135
+119
637
$7.81K ﹤0.01%
861
638
$7.76K ﹤0.01%
25
+13
639
$7.74K ﹤0.01%
131
-14
640
$7.7K ﹤0.01%
1,711
+1,408
641
$7.69K ﹤0.01%
62
+54
642
$7.69K ﹤0.01%
89
-63
643
$7.59K ﹤0.01%
+430
644
$7.58K ﹤0.01%
130
645
$7.56K ﹤0.01%
409
+251
646
$7.54K ﹤0.01%
135
-15
647
$7.53K ﹤0.01%
200
-10
648
$7.49K ﹤0.01%
+55
649
$7.45K ﹤0.01%
246
-4
650
$7.44K ﹤0.01%
+143