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
851
$2K ﹤0.01%
+11
852
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11
853
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27
854
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133
-55
855
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48
856
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80
857
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7
858
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859
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113
+67
860
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577
-695
861
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290
862
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23
-8
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45
-50
864
$2K ﹤0.01%
+38
865
$2K ﹤0.01%
98
+35
866
$2K ﹤0.01%
6
-2
867
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26
868
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24
-63
869
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+7
870
$2K ﹤0.01%
45
+8
871
$2K ﹤0.01%
24
872
$2K ﹤0.01%
14
+2
873
$2K ﹤0.01%
+7
874
$2K ﹤0.01%
+10
875
$2K ﹤0.01%
37
+15
33 34
35
36 37