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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$5.79K ﹤0.01%
45
+34
677
$5.76K ﹤0.01%
+157
678
$5.73K ﹤0.01%
+51
679
$5.66K ﹤0.01%
+108
680
$5.64K ﹤0.01%
1,446
+406
681
$5.59K ﹤0.01%
19
-8
682
$5.59K ﹤0.01%
28
+20
683
$5.58K ﹤0.01%
69
+67
684
$5.57K ﹤0.01%
34,265
685
$5.49K ﹤0.01%
244
+73
686
$5.44K ﹤0.01%
14
+12
687
$5.41K ﹤0.01%
12
+10
688
$5.37K ﹤0.01%
+147
689
$5.34K ﹤0.01%
44
+4
690
$5.34K ﹤0.01%
80
+5
691
$5.24K ﹤0.01%
36
692
$5.22K ﹤0.01%
81
693
$5.21K ﹤0.01%
24
+22
694
$5.12K ﹤0.01%
529
-335
695
$5.12K ﹤0.01%
158
+112
696
$5.06K ﹤0.01%
+5
697
$5.02K ﹤0.01%
100
-28
698
$4.98K ﹤0.01%
66
699
$4.96K ﹤0.01%
130
+79
700
$4.91K ﹤0.01%
448
26 27
28
29 30