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
$695M
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$773K
3
+$765K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$762K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$14.1M
2
+$4.88M
3
+$4.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.81M

Sector Composition

1 Industrials 20.78%
2 Technology 10.33%
3 Financials 7.82%
4 Healthcare 5.79%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
34
-12
727
$3K ﹤0.01%
39
728
$3K ﹤0.01%
74
+53
729
$3K ﹤0.01%
939
-406
730
$3K ﹤0.01%
141
+92
731
$3K ﹤0.01%
151
-29
732
$3K ﹤0.01%
131
+60
733
$3K ﹤0.01%
37
734
$3K ﹤0.01%
168
-25
735
$3K ﹤0.01%
37
+17
736
$3K ﹤0.01%
14
-6
737
$3K ﹤0.01%
36
738
$3K ﹤0.01%
93
739
$3K ﹤0.01%
47
-8
740
$3K ﹤0.01%
121
+52
741
$3K ﹤0.01%
16
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742
$3K ﹤0.01%
205
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743
$3K ﹤0.01%
10
-1
744
$3K ﹤0.01%
59
745
$3K ﹤0.01%
32
-5
746
$3K ﹤0.01%
34
747
$3K ﹤0.01%
17
748
$3K ﹤0.01%
20
+12
749
$3K ﹤0.01%
69
750
$3K ﹤0.01%
308
-46
28 29
30
31 32