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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.3%
20,113
-316
52
$2.16M 0.29%
3,276
-123
53
$2.1M 0.28%
8,554
+103
54
$2.01M 0.27%
32,000
55
$1.96M 0.26%
7,823
-2,725
56
$1.95M 0.26%
33,093
+1,438
57
$1.91M 0.26%
25,345
58
$1.89M 0.25%
4,440
+64
59
$1.89M 0.25%
6,222
-269
60
$1.87M 0.25%
37,696
+4
61
$1.82M 0.24%
6,312
+235
62
$1.79M 0.24%
2,166
-142
63
$1.78M 0.24%
23,639
64
$1.77M 0.24%
21,842
+185
65
$1.76M 0.24%
3,024
+147
66
$1.72M 0.23%
2,880
+199
67
$1.64M 0.22%
31,281
-615
68
$1.63M 0.22%
3,070
-200
69
$1.61M 0.22%
5,868
70
$1.59M 0.21%
25,040
71
$1.53M 0.21%
4,359
+74
72
$1.52M 0.2%
37,811
73
$1.51M 0.2%
19,400
74
$1.49M 0.2%
2,928
75
$1.49M 0.2%
41,730
1 2
3
4 5