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
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.27%
25,555
-1,646
52
$1.83M 0.27%
28,776
+3,673
53
$1.82M 0.27%
21,254
+27
54
$1.79M 0.26%
25,403
+363
55
$1.77M 0.26%
2,501
+668
56
$1.76M 0.26%
5,051
+2,189
57
$1.75M 0.26%
10,049
-620
58
$1.7M 0.25%
12,648
-3,024
59
$1.67M 0.25%
25,467
-1,772
60
$1.66M 0.24%
34,827
+20,994
61
$1.65M 0.24%
43,462
+22,680
62
$1.64M 0.24%
7,904
-274
63
$1.59M 0.23%
7,439
-375
64
$1.57M 0.23%
10,358
-10,073
65
$1.53M 0.23%
32,433
-1,611
66
$1.52M 0.22%
13,018
+5,298
67
$1.48M 0.22%
5,543
+2,401
68
$1.46M 0.22%
25,015
69
$1.46M 0.21%
17,840
+13,024
70
$1.43M 0.21%
37,805
-387
71
$1.42M 0.21%
3,118
+590
72
$1.4M 0.21%
19,400
73
$1.36M 0.2%
11,070
-432
74
$1.35M 0.2%
5,490
+5,110
75
$1.35M 0.2%
26,104
+25,118
1 2
3
4 5