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
801
$1K ﹤0.01%
47
-18
802
$1K ﹤0.01%
45
803
$1K ﹤0.01%
9
-8
804
$1K ﹤0.01%
18
805
$1K ﹤0.01%
14
806
$1K ﹤0.01%
77
-19
807
$1K ﹤0.01%
137
-100
808
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29
-47
809
$1K ﹤0.01%
5
810
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8
811
$1K ﹤0.01%
50
-30
812
$1K ﹤0.01%
11
-9
813
$1K ﹤0.01%
105
+43
814
$1K ﹤0.01%
14
815
$1K ﹤0.01%
28
+2
816
$1K ﹤0.01%
5
817
$1K ﹤0.01%
+26
818
$1K ﹤0.01%
7
-7
819
$1K ﹤0.01%
13
-3
820
$1K ﹤0.01%
18
821
$1K ﹤0.01%
8
822
$1K ﹤0.01%
5
-56
823
$1K ﹤0.01%
163
+70
824
$1K ﹤0.01%
51
-17
825
$1K ﹤0.01%
5
-86
31 32
33
34 35