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
751
$3K ﹤0.01%
35
+27
752
$3K ﹤0.01%
146
-32
753
$3K ﹤0.01%
143
+54
754
$3K ﹤0.01%
114
+46
755
$3K ﹤0.01%
107
-18
756
$3K ﹤0.01%
35
+6
757
$3K ﹤0.01%
125
+62
758
$3K ﹤0.01%
46
-1
759
$3K ﹤0.01%
39
760
$3K ﹤0.01%
89
761
$3K ﹤0.01%
52
-68
762
$3K ﹤0.01%
180
-41
763
$3K ﹤0.01%
100
-467
764
$3K ﹤0.01%
37
765
$3K ﹤0.01%
40
766
$3K ﹤0.01%
50
767
$3K ﹤0.01%
+93
768
$3K ﹤0.01%
260
-55
769
$3K ﹤0.01%
193
+88
770
$3K ﹤0.01%
56
771
$3K ﹤0.01%
25
772
$3K ﹤0.01%
29
773
$3K ﹤0.01%
18
774
$3K ﹤0.01%
19
+4
775
$3K ﹤0.01%
6
29 30
31
32 33