MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
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
701
$4K ﹤0.01%
+34
702
$4K ﹤0.01%
34
703
$4K ﹤0.01%
+100
704
$4K ﹤0.01%
260
-67
705
$4K ﹤0.01%
111
-29
706
$4K ﹤0.01%
281
-288
707
$4K ﹤0.01%
81
-25
708
$4K ﹤0.01%
20
+6
709
$4K ﹤0.01%
79
+24
710
$4K ﹤0.01%
163
-84
711
$4K ﹤0.01%
34
712
$4K ﹤0.01%
11
+8
713
$4K ﹤0.01%
55
+16
714
$4K ﹤0.01%
112
+61
715
$4K ﹤0.01%
11
+1
716
$4K ﹤0.01%
37
717
$4K ﹤0.01%
34
718
$4K ﹤0.01%
37
719
$4K ﹤0.01%
17
-70
720
$4K ﹤0.01%
354
+7
721
$4K ﹤0.01%
69
-140
722
$4K ﹤0.01%
76
+63
723
$4K ﹤0.01%
82
724
$4K ﹤0.01%
93
-35
725
$4K ﹤0.01%
11