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
701
$2K ﹤0.01%
99
-88
702
$2K ﹤0.01%
33
+3
703
$2K ﹤0.01%
+179
704
$2K ﹤0.01%
743
705
$2K ﹤0.01%
555
-117
706
$2K ﹤0.01%
13
707
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+83
708
$1K ﹤0.01%
17
+15
709
$1K ﹤0.01%
18
-10
710
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32
711
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17
+2
712
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38
713
$1K ﹤0.01%
27
+10
714
$1K ﹤0.01%
95
+11
715
$1K ﹤0.01%
86
-16
716
$1K ﹤0.01%
78
717
$1K ﹤0.01%
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718
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23
+13
719
$1K ﹤0.01%
13
-7
720
$1K ﹤0.01%
4
-7
721
$1K ﹤0.01%
19
722
$1K ﹤0.01%
68
-26
723
$1K ﹤0.01%
20
724
$1K ﹤0.01%
30
-3
725
$1K ﹤0.01%
+3
27 28
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30 31