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
776
$1K ﹤0.01%
42
-33
777
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46
778
$1K ﹤0.01%
108
-1
779
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100
780
$1K ﹤0.01%
47
781
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782
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20
-13
783
$1K ﹤0.01%
365
+144
784
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40
785
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4
-1
786
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22
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787
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788
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789
$1K ﹤0.01%
8
790
$1K ﹤0.01%
+6
791
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$1K ﹤0.01%
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795
$1K ﹤0.01%
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-43
796
$1K ﹤0.01%
36
-140
797
$1K ﹤0.01%
32
798
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54
+16
799
$1K ﹤0.01%
10
800
$1K ﹤0.01%
+11
30 31
32
33 34