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
651
$6K ﹤0.01%
136
+38
652
$6K ﹤0.01%
92
653
$6K ﹤0.01%
+200
654
$5K ﹤0.01%
99
-18
655
$5K ﹤0.01%
58
+11
656
$5K ﹤0.01%
317
+102
657
$5K ﹤0.01%
+100
658
$5K ﹤0.01%
62
659
$5K ﹤0.01%
60
660
$5K ﹤0.01%
53
-868
661
$5K ﹤0.01%
131
662
$5K ﹤0.01%
36
663
$5K ﹤0.01%
95
+31
664
$5K ﹤0.01%
58
665
$5K ﹤0.01%
261
-72
666
$5K ﹤0.01%
23
667
$5K ﹤0.01%
65
+13
668
$5K ﹤0.01%
218
+25
669
$5K ﹤0.01%
86
+3
670
$5K ﹤0.01%
20
+10
671
$5K ﹤0.01%
94
672
$5K ﹤0.01%
102
-61
673
$5K ﹤0.01%
109
+4
674
$5K ﹤0.01%
40
675
$5K ﹤0.01%
38
25 26
27
28 29