MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
+10.95%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$764M
AUM Growth
+$33.5M
(+4.6%)
Cap. Flow
-$45.7M
Cap. Flow
% of AUM
-5.98%
Top 10 Holdings %
Top 10 Hldgs %
53.52%
Holding
1,145
New
99
Increased
305
Reduced
260
Closed
119
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
+$24.8M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$10.2M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$8.08M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$7.49M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.09M |
Top Sells
| 1 |
Apple
AAPL
|
+$39.7M |
| 2 |
Tesla
TSLA
|
+$26.2M |
| 3 |
Shopify
SHOP
|
+$4.58M |
| 4 |
ENJY
Enjoy Technology, Inc. Common Stock
ENJY
|
+$4.16M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.34M |
Sector Composition
| 1 | Industrials | 20% |
| 2 | Technology | 10.2% |
| 3 | Financials | 8.19% |
| 4 | Healthcare | 5.44% |
| 5 | Consumer Discretionary | 4.09% |
