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
$723M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.65M
3
+$1.65M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
WTRG icon
Essential Utilities
WTRG
+$718K

Top Sells

1
+$11.8M
2
+$7.92M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$962K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$910K

Sector Composition

1 Industrials 32.87%
2 Technology 11.47%
3 Financials 6.07%
4 Healthcare 5.31%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.23%
39,427
+17,000
52
$1.66M 0.23%
19,302
53
$1.65M 0.23%
+49,600
54
$1.63M 0.22%
8,504
+350
55
$1.61M 0.22%
9,384
56
$1.61M 0.22%
17,563
57
$1.56M 0.21%
13,968
-593
58
$1.54M 0.21%
49,659
59
$1.51M 0.21%
37,805
60
$1.49M 0.2%
15,126
+727
61
$1.48M 0.2%
11,349
-66
62
$1.48M 0.2%
10,947
63
$1.48M 0.2%
12,586
+1,555
64
$1.37M 0.19%
8,128
-190
65
$1.36M 0.19%
20,234
66
$1.32M 0.18%
19,738
67
$1.31M 0.18%
32,862
68
$1.28M 0.18%
9,983
69
$1.25M 0.17%
4,237
-50
70
$1.25M 0.17%
5,316
71
$1.23M 0.17%
5,431
72
$1.22M 0.17%
69,535
73
$1.21M 0.17%
6,942
-500
74
$1.2M 0.16%
47,143
75
$1.19M 0.16%
50,083
+18,378
1 2
3
4 5