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
701
$4.91K ﹤0.01%
50
+13
702
$4.9K ﹤0.01%
823
703
$4.88K ﹤0.01%
1,500
704
$4.87K ﹤0.01%
200
705
$4.83K ﹤0.01%
35
-8
706
$4.81K ﹤0.01%
57
+17
707
$4.8K ﹤0.01%
73
+1
708
$4.77K ﹤0.01%
93
-16
709
$4.76K ﹤0.01%
54
+27
710
$4.71K ﹤0.01%
+95
711
$4.71K ﹤0.01%
35
+19
712
$4.67K ﹤0.01%
203
713
$4.63K ﹤0.01%
49
+32
714
$4.59K ﹤0.01%
+157
715
$4.58K ﹤0.01%
60
716
$4.5K ﹤0.01%
57
717
$4.49K ﹤0.01%
+124
718
$4.48K ﹤0.01%
+105
719
$4.4K ﹤0.01%
37
720
$4.35K ﹤0.01%
+184
721
$4.34K ﹤0.01%
40
+32
722
$4.32K ﹤0.01%
56
-1,628
723
$4.32K ﹤0.01%
60
724
$4.28K ﹤0.01%
76
725
$4.28K ﹤0.01%
70
27 28
29
30 31