MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
+0.17%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$770M
AUM Growth
-$5.46M
(-0.7%)
Cap. Flow
-$1.04M
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
61.67%
Holding
687
New
52
Increased
40
Reduced
87
Closed
129
Top Buys
| 1 |
Apple
AAPL
|
$10.7M |
| 2 |
Vanguard Consumer Discretionary ETF
VCR
|
$3.45M |
| 3 |
General Mills
GIS
|
$2.03M |
| 4 |
Tesla
TSLA
|
$1.26M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$835K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$6.21M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.18M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.87M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$684K |
| 5 |
Jones Lang LaSalle
JLL
|
$478K |
Sector Composition
| 1 | Industrials | 33.29% |
| 2 | Technology | 6.58% |
| 3 | Healthcare | 4.47% |
| 4 | Financials | 2.93% |
| 5 | Consumer Discretionary | 2.8% |