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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.23%
5,032
-151
52
$1.83M 0.22%
13,328
-333
53
$1.75M 0.21%
13,430
-170
54
$1.74M 0.2%
108,570
-1,080
55
$1.73M 0.2%
12,464
+70
56
$1.65M 0.19%
25,346
+354
57
$1.64M 0.19%
42,315
58
$1.61M 0.19%
18,402
59
$1.56M 0.18%
45,875
-419
60
$1.54M 0.18%
+37,805
61
$1.51M 0.18%
67,775
62
$1.5M 0.18%
33,388
-800
63
$1.5M 0.18%
12,553
+11,396
64
$1.49M 0.18%
37,689
65
$1.47M 0.17%
17,563
-531
66
$1.41M 0.17%
4,856
67
$1.38M 0.16%
21,742
68
$1.32M 0.16%
8,172
-210
69
$1.31M 0.15%
20,234
70
$1.31M 0.15%
75,380
-13,900
71
$1.29M 0.15%
41,300
+4,200
72
$1.28M 0.15%
12,272
73
$1.25M 0.15%
22,546
74
$1.25M 0.15%
13,893
-2,000
75
$1.24M 0.15%
9,993
1 2
3
4 5