MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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%
180
-41
752
$3K ﹤0.01%
100
-467
753
$3K ﹤0.01%
37
754
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40
755
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50
756
$3K ﹤0.01%
+93
757
$3K ﹤0.01%
260
-55
758
$3K ﹤0.01%
193
+88
759
$3K ﹤0.01%
114
+46
760
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143
+54
761
$3K ﹤0.01%
146
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762
$3K ﹤0.01%
35
+27
763
$3K ﹤0.01%
227
-34
764
$3K ﹤0.01%
35
+6
765
$3K ﹤0.01%
125
+62
766
$3K ﹤0.01%
46
-1
767
$3K ﹤0.01%
56
768
$3K ﹤0.01%
25
769
$3K ﹤0.01%
29
770
$3K ﹤0.01%
18
771
$3K ﹤0.01%
19
+4
772
$3K ﹤0.01%
6
773
$3K ﹤0.01%
93
-49
774
$3K ﹤0.01%
151
+31
775
$3K ﹤0.01%
69
29 30
31
32 33