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

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

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
776
$1K ﹤0.01%
+19
777
$1K ﹤0.01%
6
778
$1K ﹤0.01%
+27
779
$1K ﹤0.01%
+48
780
$1K ﹤0.01%
138
-33
781
$1K ﹤0.01%
80
-26
782
$1K ﹤0.01%
21
783
$1K ﹤0.01%
+16
784
$1K ﹤0.01%
42
-33
785
$1K ﹤0.01%
46
786
$1K ﹤0.01%
108
-1
787
$1K ﹤0.01%
100
788
$1K ﹤0.01%
47
789
$1K ﹤0.01%
42
790
$1K ﹤0.01%
20
-13
791
$1K ﹤0.01%
365
+144
792
$1K ﹤0.01%
40
793
$1K ﹤0.01%
4
-1
794
$1K ﹤0.01%
22
-2
795
$1K ﹤0.01%
7
796
$1K ﹤0.01%
21
-6
797
$1K ﹤0.01%
8
798
$1K ﹤0.01%
+6
799
$1K ﹤0.01%
24
-17
800
$1K ﹤0.01%
4
-2
30 31
32
33 34