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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

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
676
$2K ﹤0.01%
26
677
$2K ﹤0.01%
19
-7
678
$2K ﹤0.01%
8
679
$2K ﹤0.01%
7
680
$2K ﹤0.01%
89
+1
681
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16
682
$2K ﹤0.01%
+42
683
$2K ﹤0.01%
76
+35
684
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57
-1
685
$2K ﹤0.01%
40
686
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193
-32
687
$2K ﹤0.01%
37
688
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36
689
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43
-14
690
$2K ﹤0.01%
57
-29
691
$2K ﹤0.01%
+15
692
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32
-12
693
$2K ﹤0.01%
116
+115
694
$2K ﹤0.01%
51
+13
695
$2K ﹤0.01%
62
-64
696
$2K ﹤0.01%
454
-92
697
$2K ﹤0.01%
+15
698
$2K ﹤0.01%
191
-145
699
$2K ﹤0.01%
+120
700
$2K ﹤0.01%
797
-327
26 27
28
29 30