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
$695M
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$773K
3
+$765K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$762K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$14.1M
2
+$4.88M
3
+$4.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.81M

Sector Composition

1 Industrials 20.78%
2 Technology 10.33%
3 Financials 7.82%
4 Healthcare 5.79%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4K ﹤0.01%
38
677
$4K ﹤0.01%
60
+49
678
$4K ﹤0.01%
48
+29
679
$4K ﹤0.01%
430
680
$4K ﹤0.01%
130
-40
681
$4K ﹤0.01%
99
682
$4K ﹤0.01%
50
683
$4K ﹤0.01%
18
684
$4K ﹤0.01%
79
685
$4K ﹤0.01%
197
+34
686
$4K ﹤0.01%
34
687
$4K ﹤0.01%
69
-30
688
$4K ﹤0.01%
15
+4
689
$4K ﹤0.01%
1,562
-2,512
690
$4K ﹤0.01%
314
-90
691
$4K ﹤0.01%
51
692
$4K ﹤0.01%
154
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693
$4K ﹤0.01%
126
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694
$4K ﹤0.01%
81
-18
695
$4K ﹤0.01%
69
696
$4K ﹤0.01%
108
697
$4K ﹤0.01%
49
+25
698
$4K ﹤0.01%
+20
699
$4K ﹤0.01%
17
700
$4K ﹤0.01%
+49
26 27
28
29 30