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
826
$1.56K ﹤0.01%
9
827
$1.54K ﹤0.01%
37
828
$1.54K ﹤0.01%
34
+4
829
$1.52K ﹤0.01%
24
830
$1.5K ﹤0.01%
+42
831
$1.48K ﹤0.01%
49
832
$1.46K ﹤0.01%
+28
833
$1.45K ﹤0.01%
6
+3
834
$1.43K ﹤0.01%
5
835
$1.43K ﹤0.01%
+18
836
$1.42K ﹤0.01%
130
837
$1.4K ﹤0.01%
5
838
$1.34K ﹤0.01%
4
839
$1.32K ﹤0.01%
67
840
$1.31K ﹤0.01%
61
-65
841
$1.3K ﹤0.01%
22
842
$1.2K ﹤0.01%
3
-4
843
$1.18K ﹤0.01%
14
-28
844
$1.17K ﹤0.01%
+1
845
$1.1K ﹤0.01%
+78
846
$1.1K ﹤0.01%
4
847
$1.09K ﹤0.01%
2
848
$1.09K ﹤0.01%
5
+3
849
$1.07K ﹤0.01%
18
850
$1.06K ﹤0.01%
11
+1
32 33
34
35 36