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
$695M
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$773K
3
+$765K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$762K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$14.1M
2
+$4.88M
3
+$4.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.81M

Sector Composition

1 Industrials 20.78%
2 Technology 10.33%
3 Financials 7.82%
4 Healthcare 5.79%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
129
-152
827
$2K ﹤0.01%
41
828
$2K ﹤0.01%
58
-23
829
$2K ﹤0.01%
65
+24
830
$2K ﹤0.01%
114
831
$2K ﹤0.01%
82
+4
832
$2K ﹤0.01%
84
+67
833
$2K ﹤0.01%
8
834
$2K ﹤0.01%
80
-71
835
$2K ﹤0.01%
124
+40
836
$2K ﹤0.01%
10
-1
837
$2K ﹤0.01%
106
-27
838
$2K ﹤0.01%
7
+4
839
$2K ﹤0.01%
48
840
$2K ﹤0.01%
16
-79
841
$2K ﹤0.01%
80
842
$2K ﹤0.01%
94
-19
843
$2K ﹤0.01%
290
844
$2K ﹤0.01%
19
+12
845
$2K ﹤0.01%
58
846
$2K ﹤0.01%
149
+81
847
$2K ﹤0.01%
45
-16
848
$2K ﹤0.01%
43
+24
849
$2K ﹤0.01%
51
+9
850
$2K ﹤0.01%
21
32 33
34
35 36