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
726
$4.28K ﹤0.01%
62
-10
727
$4.19K ﹤0.01%
87
728
$4.16K ﹤0.01%
68
-15
729
$4.02K ﹤0.01%
46
+42
730
$4.01K ﹤0.01%
48
+47
731
$3.96K ﹤0.01%
200
-588
732
$3.94K ﹤0.01%
+36
733
$3.93K ﹤0.01%
33
+29
734
$3.92K ﹤0.01%
83
735
$3.9K ﹤0.01%
33
+31
736
$3.89K ﹤0.01%
62
+57
737
$3.88K ﹤0.01%
+68
738
$3.88K ﹤0.01%
23
-1
739
$3.84K ﹤0.01%
253
740
$3.83K ﹤0.01%
39
-21
741
$3.83K ﹤0.01%
177
742
$3.83K ﹤0.01%
662
743
$3.75K ﹤0.01%
32
-1
744
$3.58K ﹤0.01%
28
-1
745
$3.52K ﹤0.01%
16
+6
746
$3.51K ﹤0.01%
43
-2,356
747
$3.5K ﹤0.01%
17
748
$3.46K ﹤0.01%
17
749
$3.45K ﹤0.01%
53
750
$3.44K ﹤0.01%
107
+69
28 29
30
31 32