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
701
$4K ﹤0.01%
+34
702
$4K ﹤0.01%
34
703
$4K ﹤0.01%
+100
704
$4K ﹤0.01%
1,345
705
$4K ﹤0.01%
202
-15
706
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260
-67
707
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111
-29
708
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281
-288
709
$4K ﹤0.01%
81
-25
710
$4K ﹤0.01%
20
+6
711
$4K ﹤0.01%
79
+24
712
$4K ﹤0.01%
163
-84
713
$4K ﹤0.01%
34
714
$4K ﹤0.01%
11
+8
715
$4K ﹤0.01%
55
+16
716
$4K ﹤0.01%
112
+61
717
$4K ﹤0.01%
11
+1
718
$4K ﹤0.01%
37
719
$4K ﹤0.01%
34
720
$4K ﹤0.01%
37
721
$4K ﹤0.01%
17
-70
722
$4K ﹤0.01%
354
+7
723
$4K ﹤0.01%
69
-140
724
$4K ﹤0.01%
76
+63
725
$4K ﹤0.01%
82
27 28
29
30 31