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
826
$2K ﹤0.01%
40
+20
827
$2K ﹤0.01%
+36
828
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27
-54
829
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45
-7
830
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19
-17
831
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9
+4
832
$2K ﹤0.01%
38
-34
833
$2K ﹤0.01%
35
-2,399
834
$2K ﹤0.01%
14
-11
835
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14
836
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110
+49
837
$2K ﹤0.01%
11
+5
838
$2K ﹤0.01%
88
-113
839
$2K ﹤0.01%
56
840
$2K ﹤0.01%
10
841
$2K ﹤0.01%
+20
842
$2K ﹤0.01%
10
+3
843
$2K ﹤0.01%
8
844
$2K ﹤0.01%
+41
845
$2K ﹤0.01%
41
+13
846
$2K ﹤0.01%
264
-44
847
$2K ﹤0.01%
114
-42
848
$2K ﹤0.01%
78
-54
849
$2K ﹤0.01%
8
850
$2K ﹤0.01%
114
-26
32 33
34
35 36