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
$775M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$8.67M
3
+$7.02M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.68M

Top Sells

1
+$9.46M
2
+$4.46M
3
+$846K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$824K
5
FRTA
Forterra, Inc
FRTA
+$796K

Sector Composition

1 Industrials 36.44%
2 Technology 4.98%
3 Healthcare 4.63%
4 Financials 2.8%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.19%
12,394
-1,635
52
$1.51M 0.19%
34,996
+32
53
$1.51M 0.19%
26,432
-1,331
54
$1.5M 0.19%
18,402
55
$1.48M 0.19%
13,360
+2,083
56
$1.48M 0.19%
5,412
-1,038
57
$1.46M 0.19%
67,775
58
$1.45M 0.18%
18,094
-366
59
$1.43M 0.18%
22,057
+2,275
60
$1.42M 0.18%
13,244
+2,465
61
$1.4M 0.18%
14,105
-981
62
$1.33M 0.17%
7,982
+416
63
$1.32M 0.17%
40,617
+8,112
64
$1.31M 0.17%
9,214
+2,068
65
$1.28M 0.16%
10,359
+1,426
66
$1.23M 0.16%
23,286
-7,794
67
$1.2M 0.15%
14,842
-583
68
$1.19M 0.15%
21,925
+175
69
$1.18M 0.15%
4,517
+396
70
$1.18M 0.15%
19,964
+168
71
$1.13M 0.14%
15,893
72
$1.13M 0.14%
20,234
73
$1.1M 0.14%
7,581
+1,259
74
$1.1M 0.14%
+17,820
75
$1.1M 0.14%
13,863
+140
1 2
3
4 5