MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
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
+$23.8M
2
+$10.2M
3
+$8.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.64M
5
TROW icon
T. Rowe Price
TROW
+$2.12M

Top Sells

1
+$35.3M
2
+$25M
3
+$6.68M
4
SHOP icon
Shopify
SHOP
+$4.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.23M

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
726
$4K ﹤0.01%
16
727
$4K ﹤0.01%
+35
728
$4K ﹤0.01%
428
729
$4K ﹤0.01%
152
730
$4K ﹤0.01%
49
+12
731
$4K ﹤0.01%
27
732
$4K ﹤0.01%
37
+31
733
$4K ﹤0.01%
+43
734
$4K ﹤0.01%
203
+54
735
$4K ﹤0.01%
336
+124
736
$4K ﹤0.01%
+100
737
$4K ﹤0.01%
791
+204
738
$4K ﹤0.01%
182
-10
739
$4K ﹤0.01%
28
+9
740
$4K ﹤0.01%
37
-7
741
$4K ﹤0.01%
71
+22
742
$4K ﹤0.01%
99
+1
743
$4K ﹤0.01%
75
+9
744
$4K ﹤0.01%
1,345
745
$4K ﹤0.01%
202
-15
746
$4K ﹤0.01%
253
747
$4K ﹤0.01%
46
+7
748
$3K ﹤0.01%
103
+46
749
$3K ﹤0.01%
36
+6
750
$3K ﹤0.01%
227
-34
28 29
30
31 32