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
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.58K ﹤0.01%
236
+94
652
$2.54K ﹤0.01%
94
-187
653
$2.54K ﹤0.01%
203
+66
654
$2.53K ﹤0.01%
30
655
$2.52K ﹤0.01%
146
-155
656
$2.51K ﹤0.01%
66
-14
657
$2.5K ﹤0.01%
+40
658
$2.49K ﹤0.01%
76
659
$2.49K ﹤0.01%
62
+9
660
$2.48K ﹤0.01%
+58
661
$2.47K ﹤0.01%
128
-581
662
$2.46K ﹤0.01%
75
+18
663
$2.46K ﹤0.01%
70
-11
664
$2.46K ﹤0.01%
225
+11
665
$2.45K ﹤0.01%
223
+121
666
$2.44K ﹤0.01%
102
+45
667
$2.44K ﹤0.01%
17
668
$2.44K ﹤0.01%
192
-34
669
$2.44K ﹤0.01%
48
670
$2.43K ﹤0.01%
46
+3
671
$2.41K ﹤0.01%
51
672
$2.4K ﹤0.01%
193
+172
673
$2.4K ﹤0.01%
40
-16
674
$2.4K ﹤0.01%
133
-11
675
$2.4K ﹤0.01%
33
+8
25 26
27
28 29