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
851
$1.05K ﹤0.01%
126
852
$1.03K ﹤0.01%
7
-10
853
$1.03K ﹤0.01%
4
854
$1.02K ﹤0.01%
38
-1,174
855
$1.02K ﹤0.01%
31
856
$1.01K ﹤0.01%
145
857
$1K ﹤0.01%
64
858
$973 ﹤0.01%
69
859
$968 ﹤0.01%
8
+2
860
$936 ﹤0.01%
21
861
$931 ﹤0.01%
50
862
$915 ﹤0.01%
28
863
$914 ﹤0.01%
+31
864
$898 ﹤0.01%
10
+9
865
$890 ﹤0.01%
6
+5
866
$881 ﹤0.01%
8
-69
867
$880 ﹤0.01%
10
868
$879 ﹤0.01%
3
+2
869
$823 ﹤0.01%
100
870
$795 ﹤0.01%
+41
871
$784 ﹤0.01%
18
+5
872
$778 ﹤0.01%
7
-10
873
$777 ﹤0.01%
6
874
$775 ﹤0.01%
4
875
$770 ﹤0.01%
8
+5
33 34
35
36 37