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
851
$2K ﹤0.01%
35
-2,399
852
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14
-11
853
$2K ﹤0.01%
14
854
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110
+49
855
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11
+5
856
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88
-113
857
$2K ﹤0.01%
56
858
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10
859
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+20
860
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10
+3
861
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8
862
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+41
863
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41
+13
864
$2K ﹤0.01%
264
-44
865
$2K ﹤0.01%
114
-42
866
$2K ﹤0.01%
78
-54
867
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8
868
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114
-26
869
$2K ﹤0.01%
+11
870
$2K ﹤0.01%
11
871
$2K ﹤0.01%
27
872
$2K ﹤0.01%
133
-55
873
$2K ﹤0.01%
59
874
$2K ﹤0.01%
113
+67
875
$2K ﹤0.01%
577
-695
33 34
35
36 37