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
$764M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$10.2M
3
+$8.08M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.09M

Top Sells

1
+$39.7M
2
+$26.2M
3
+$4.58M
4
ENJY
Enjoy Technology, Inc. Common Stock
ENJY
+$4.16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.34M

Sector Composition

1 Industrials 20%
2 Technology 10.2%
3 Financials 8.19%
4 Healthcare 5.44%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.26%
3,015
+30
52
$2.01M 0.26%
7,772
+54
53
$2M 0.26%
25,467
54
$1.99M 0.26%
11,476
+100
55
$1.97M 0.26%
49,986
+2,147
56
$1.92M 0.25%
7,620
-859
57
$1.92M 0.25%
13,036
+135
58
$1.91M 0.25%
14,133
+300
59
$1.91M 0.25%
13,536
+51
60
$1.9M 0.25%
32,027
+826
61
$1.89M 0.25%
26,340
62
$1.87M 0.25%
63,670
-3,330
63
$1.87M 0.25%
41,037
64
$1.85M 0.24%
37,805
65
$1.82M 0.24%
7,546
+125
66
$1.82M 0.24%
37,728
-207
67
$1.81M 0.24%
28,552
+2,966
68
$1.71M 0.22%
33,191
-9,102
69
$1.63M 0.21%
15,188
+6,316
70
$1.61M 0.21%
18,802
+69
71
$1.61M 0.21%
22,227
72
$1.59M 0.21%
25,508
-3,496
73
$1.47M 0.19%
2,590
-229
74
$1.38M 0.18%
10,020
-33,250
75
$1.35M 0.18%
4,868
1 2
3
4 5