MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
826
$2K ﹤0.01%
135
-950
827
$2K ﹤0.01%
+25
828
$2K ﹤0.01%
97
829
$2K ﹤0.01%
+7
830
$2K ﹤0.01%
+9
831
$2K ﹤0.01%
55
832
$2K ﹤0.01%
327
833
$2K ﹤0.01%
38
+16
834
$2K ﹤0.01%
44
835
$2K ﹤0.01%
425
+77
836
$2K ﹤0.01%
8
837
$2K ﹤0.01%
22
838
$2K ﹤0.01%
6
839
$2K ﹤0.01%
60
+38
840
$2K ﹤0.01%
72
-74
841
$2K ﹤0.01%
300
+92
842
$2K ﹤0.01%
71
-9
843
$2K ﹤0.01%
+51
844
$2K ﹤0.01%
+79
845
$2K ﹤0.01%
53
846
$2K ﹤0.01%
40
+20
847
$2K ﹤0.01%
+36
848
$2K ﹤0.01%
19
-17
849
$2K ﹤0.01%
9
+4
850
$2K ﹤0.01%
38
-34
32 33
34
35 36