MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$10.2M
3
+$8.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.64M
5
TROW icon
T. Rowe Price
TROW
+$2.12M

Top Sells

1
+$35.3M
2
+$25M
3
+$6.68M
4
SHOP icon
Shopify
SHOP
+$4.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.23M

Sector Composition

1 Industrials 20%
2 Technology 10.2%
3 Financials 8.19%
4 Healthcare 5.44%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
160
+22
802
$3K ﹤0.01%
333
-69
803
$3K ﹤0.01%
424
+105
804
$3K ﹤0.01%
5
+2
805
$2K ﹤0.01%
38
+9
806
$2K ﹤0.01%
+9
807
$2K ﹤0.01%
55
808
$2K ﹤0.01%
327
809
$2K ﹤0.01%
38
+16
810
$2K ﹤0.01%
19
-764
811
$2K ﹤0.01%
28
-190
812
$2K ﹤0.01%
+46
813
$2K ﹤0.01%
28
814
$2K ﹤0.01%
44
815
$2K ﹤0.01%
425
+77
816
$2K ﹤0.01%
8
817
$2K ﹤0.01%
22
818
$2K ﹤0.01%
6
819
$2K ﹤0.01%
60
+38
820
$2K ﹤0.01%
72
-74
821
$2K ﹤0.01%
300
+92
822
$2K ﹤0.01%
71
-9
823
$2K ﹤0.01%
+51
824
$2K ﹤0.01%
+79
825
$2K ﹤0.01%
53
31 32
33
34 35