MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
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
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

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
651
$2K ﹤0.01%
17
+8
652
$2K ﹤0.01%
69
+27
653
$2K ﹤0.01%
40
+11
654
$2K ﹤0.01%
134
+55
655
$2K ﹤0.01%
+30
656
$2K ﹤0.01%
25
-16
657
$2K ﹤0.01%
90
+65
658
$2K ﹤0.01%
30
-3
659
$2K ﹤0.01%
149
-105
660
$2K ﹤0.01%
25
+11
661
$2K ﹤0.01%
31
+23
662
$2K ﹤0.01%
36
663
$2K ﹤0.01%
41
-4
664
$2K ﹤0.01%
10
665
$2K ﹤0.01%
+112
666
$2K ﹤0.01%
48
667
$2K ﹤0.01%
14
668
$2K ﹤0.01%
8
+3
669
$2K ﹤0.01%
51
670
$2K ﹤0.01%
59
671
$2K ﹤0.01%
60
+12
672
$2K ﹤0.01%
9
-4
673
$2K ﹤0.01%
228
-81
674
$2K ﹤0.01%
84
-20
675
$2K ﹤0.01%
26
25 26
27
28 29