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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.27%
12,389
-300
52
$1.75M 0.26%
7,213
-35
53
$1.74M 0.26%
19,828
54
$1.74M 0.26%
27,482
+826
55
$1.72M 0.26%
37,914
+4,050
56
$1.7M 0.25%
32,224
-3,046
57
$1.68M 0.25%
65,742
58
$1.67M 0.25%
13,963
-15
59
$1.66M 0.25%
26,661
+1,782
60
$1.65M 0.25%
69,535
61
$1.61M 0.24%
4,338
-290
62
$1.6M 0.24%
20,234
63
$1.6M 0.24%
41,255
+10,249
64
$1.58M 0.23%
18,716
-29
65
$1.57M 0.23%
7,616
+467
66
$1.56M 0.23%
8,479
-208
67
$1.51M 0.23%
10,708
+4,357
68
$1.51M 0.22%
19,090
69
$1.5M 0.22%
6,173
+789
70
$1.49M 0.22%
11,681
71
$1.48M 0.22%
40,737
+1,340
72
$1.47M 0.22%
7,708
-16
73
$1.44M 0.21%
22,227
-815
74
$1.43M 0.21%
13,573
-130
75
$1.41M 0.21%
3,096
-688
1 2
3
4 5