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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.17%
5,471
+260
52
$1.03M 0.16%
21,360
+580
53
$1.02M 0.16%
6,927
-73
54
$1.01M 0.16%
7,977
55
$1M 0.16%
14,518
56
$1M 0.16%
9,186
+270
57
$973K 0.15%
11,766
+300
58
$964K 0.15%
30,246
59
$963K 0.15%
33,778
+1,115
60
$949K 0.15%
16,855
-1,785
61
$943K 0.15%
27,955
-177
62
$940K 0.15%
6,135
63
$925K 0.15%
6,985
64
$916K 0.15%
5,316
+130
65
$908K 0.14%
8,700
+120
66
$894K 0.14%
26,880
67
$871K 0.14%
91,482
68
$855K 0.14%
6,867
+2,975
69
$851K 0.14%
33,729
-4,560
70
$848K 0.13%
20,776
+220
71
$843K 0.13%
9,440
72
$831K 0.13%
18,592
-141
73
$824K 0.13%
5,153
74
$819K 0.13%
89,530
+275
75
$815K 0.13%
77,310
1 2
3
4 5