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
$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
801
$2.25K ﹤0.01%
132
-1,444
802
$2.19K ﹤0.01%
61
+56
803
$2.19K ﹤0.01%
+66
804
$2.17K ﹤0.01%
48
805
$2.17K ﹤0.01%
6
+5
806
$2.14K ﹤0.01%
+19
807
$2.11K ﹤0.01%
44
-31
808
$2.09K ﹤0.01%
5
+4
809
$2.07K ﹤0.01%
23
810
$2.04K ﹤0.01%
24
811
$2.02K ﹤0.01%
51
812
$2K ﹤0.01%
46
813
$1.97K ﹤0.01%
133
-6,160
814
$1.9K ﹤0.01%
214
-16
815
$1.88K ﹤0.01%
11
+7
816
$1.81K ﹤0.01%
+27
817
$1.79K ﹤0.01%
+95
818
$1.77K ﹤0.01%
5
819
$1.71K ﹤0.01%
58
820
$1.68K ﹤0.01%
176
821
$1.68K ﹤0.01%
22
+7
822
$1.64K ﹤0.01%
6
-73
823
$1.63K ﹤0.01%
97
824
$1.63K ﹤0.01%
+24
825
$1.57K ﹤0.01%
88
31 32
33
34 35