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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$9.96M
3
+$5.44M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
VTV icon
Vanguard Value ETF
VTV
+$1.37M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$1.97M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$717K

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
826
$1K ﹤0.01%
8
827
$1K ﹤0.01%
5
-56
828
$1K ﹤0.01%
163
+70
829
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51
-17
830
$1K ﹤0.01%
+9
831
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+65
832
$1K ﹤0.01%
37
+17
833
$1K ﹤0.01%
4
-3
834
$1K ﹤0.01%
4
-88
835
$1K ﹤0.01%
16
836
$1K ﹤0.01%
66
837
$1K ﹤0.01%
+6
838
$1K ﹤0.01%
24
-13
839
$1K ﹤0.01%
79
-8
840
$1K ﹤0.01%
8
841
$1K ﹤0.01%
23
+13
842
$1K ﹤0.01%
44
-18
843
$1K ﹤0.01%
80
844
$1K ﹤0.01%
+18
845
$1K ﹤0.01%
29
+12
846
$1K ﹤0.01%
+248
847
$1K ﹤0.01%
+155
848
$1K ﹤0.01%
290
849
$1K ﹤0.01%
3
-2
850
$1K ﹤0.01%
59
-259
32 33
34
35 36