MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
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
751
$3.43K ﹤0.01%
+78
752
$3.39K ﹤0.01%
33
753
$3.38K ﹤0.01%
+21
754
$3.34K ﹤0.01%
35
-5
755
$3.33K ﹤0.01%
101
756
$3.31K ﹤0.01%
38
+2
757
$3.31K ﹤0.01%
201
758
$3.25K ﹤0.01%
49
759
$3.18K ﹤0.01%
84
760
$3.16K ﹤0.01%
37
761
$3.15K ﹤0.01%
238
762
$3.13K ﹤0.01%
29
+2
763
$3.04K ﹤0.01%
11
+5
764
$3.03K ﹤0.01%
+56
765
$3.01K ﹤0.01%
36
766
$3K ﹤0.01%
8
767
$2.96K ﹤0.01%
53
-24
768
$2.95K ﹤0.01%
+31
769
$2.94K ﹤0.01%
74
+57
770
$2.93K ﹤0.01%
41
+13
771
$2.92K ﹤0.01%
102
+56
772
$2.88K ﹤0.01%
46
-36
773
$2.86K ﹤0.01%
+16
774
$2.85K ﹤0.01%
20
+18
775
$2.85K ﹤0.01%
+66
29 30
31
32 33