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
776
$2.83K ﹤0.01%
99
-2
777
$2.82K ﹤0.01%
54
+35
778
$2.78K ﹤0.01%
76
779
$2.76K ﹤0.01%
59
-4
780
$2.71K ﹤0.01%
91
-19
781
$2.69K ﹤0.01%
62
-2
782
$2.67K ﹤0.01%
90
783
$2.64K ﹤0.01%
61
+58
784
$2.63K ﹤0.01%
59
-6
785
$2.6K ﹤0.01%
+19
786
$2.6K ﹤0.01%
16
787
$2.56K ﹤0.01%
+84
788
$2.53K ﹤0.01%
20
+17
789
$2.51K ﹤0.01%
19
+14
790
$2.51K ﹤0.01%
13
+12
791
$2.5K ﹤0.01%
+11
792
$2.49K ﹤0.01%
+31
793
$2.46K ﹤0.01%
23
794
$2.44K ﹤0.01%
68
+13
795
$2.37K ﹤0.01%
27
-32
796
$2.35K ﹤0.01%
+132
797
$2.32K ﹤0.01%
25
798
$2.31K ﹤0.01%
7
799
$2.3K ﹤0.01%
142
800
$2.28K ﹤0.01%
40
30 31
32
33 34