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
676
$5K ﹤0.01%
430
677
$5K ﹤0.01%
170
+40
678
$5K ﹤0.01%
193
679
$5K ﹤0.01%
72
+2
680
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136
+27
681
$5K ﹤0.01%
99
+42
682
$5K ﹤0.01%
568
-110
683
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8
684
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+42
685
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155
-6
686
$5K ﹤0.01%
263
+74
687
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14
688
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205
+56
689
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108
-21
690
$5K ﹤0.01%
34
-945
691
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25
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49
+34
694
$5K ﹤0.01%
139
+6
695
$4K ﹤0.01%
26
-3
696
$4K ﹤0.01%
173
-9
697
$4K ﹤0.01%
63
-35
698
$4K ﹤0.01%
115
-20
699
$4K ﹤0.01%
32
-8
700
$4K ﹤0.01%
56
+7
26 27
28
29 30