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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.94M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1
+$3.81M
2
+$3.63M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
14
-5
752
$1K ﹤0.01%
77
-125
753
$1K ﹤0.01%
+71
754
$1K ﹤0.01%
+301
755
$1K ﹤0.01%
+56
756
$1K ﹤0.01%
137
-46
757
$1K ﹤0.01%
28
758
$1K ﹤0.01%
27
759
$1K ﹤0.01%
69
-5
760
$1K ﹤0.01%
22
761
$1K ﹤0.01%
35
-236
762
$1K ﹤0.01%
34
-52
763
$1K ﹤0.01%
28
764
$1K ﹤0.01%
33
-32
765
$1K ﹤0.01%
8
766
$1K ﹤0.01%
7
767
$1K ﹤0.01%
21
-3
768
$1K ﹤0.01%
+19
769
$1K ﹤0.01%
6
770
$1K ﹤0.01%
+27
771
$1K ﹤0.01%
+48
772
$1K ﹤0.01%
138
-33
773
$1K ﹤0.01%
80
-26
774
$1K ﹤0.01%
21
775
$1K ﹤0.01%
+16
29 30
31
32 33