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

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

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
701
$2K ﹤0.01%
33
+3
702
$2K ﹤0.01%
+179
703
$2K ﹤0.01%
743
704
$2K ﹤0.01%
555
-117
705
$2K ﹤0.01%
13
706
$2K ﹤0.01%
+83
707
$2K ﹤0.01%
19
708
$1K ﹤0.01%
17
+15
709
$1K ﹤0.01%
32
710
$1K ﹤0.01%
17
+2
711
$1K ﹤0.01%
+32
712
$1K ﹤0.01%
92
-160
713
$1K ﹤0.01%
6
-7
714
$1K ﹤0.01%
74
-23
715
$1K ﹤0.01%
14
-5
716
$1K ﹤0.01%
86
-16
717
$1K ﹤0.01%
78
718
$1K ﹤0.01%
104
719
$1K ﹤0.01%
23
+13
720
$1K ﹤0.01%
13
-7
721
$1K ﹤0.01%
4
-7
722
$1K ﹤0.01%
19
723
$1K ﹤0.01%
68
-26
724
$1K ﹤0.01%
20
725
$1K ﹤0.01%
30
-3
27 28
29
30 31