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
$861M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.33M
3
+$1.45M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$783K

Top Sells

1
+$6.49M
2
+$1.06M
3
+$1.03M
4
OSEA icon
Harbor International Compounders ETF
OSEA
+$900K
5
CAT icon
Caterpillar
CAT
+$892K

Sector Composition

1 Technology 15.99%
2 Industrials 13.46%
3 Financials 8.15%
4 Consumer Discretionary 6.28%
5 Healthcare 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$33.2K ﹤0.01%
+1,403
627
$33.2K ﹤0.01%
625
628
$33.1K ﹤0.01%
+2,000
629
$33.1K ﹤0.01%
252
-2
630
$32.9K ﹤0.01%
454
-2
631
$32.9K ﹤0.01%
146
-1
632
$32.7K ﹤0.01%
859
+1
633
$32.5K ﹤0.01%
2,047
634
$32.5K ﹤0.01%
131
635
$32.5K ﹤0.01%
2,179
636
$32.4K ﹤0.01%
165
-51
637
$32.3K ﹤0.01%
845
638
$31.9K ﹤0.01%
974
+22
639
$31.8K ﹤0.01%
537
+9
640
$31.6K ﹤0.01%
283
641
$31.1K ﹤0.01%
2,887
642
$30.9K ﹤0.01%
127
+9
643
$30.7K ﹤0.01%
775
644
$30.2K ﹤0.01%
230
-30
645
$30.1K ﹤0.01%
786
-77
646
$30.1K ﹤0.01%
1,930
647
$30K ﹤0.01%
223
+2
648
$29.9K ﹤0.01%
1,710
-19
649
$29.7K ﹤0.01%
400
-15
650
$29.7K ﹤0.01%
292
24 25
26
27 28