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
876
$2K ﹤0.01%
401
-15
877
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42
878
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13
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879
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89
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880
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17
881
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882
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8
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883
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84
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884
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22
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885
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886
$2K ﹤0.01%
32
887
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+43
888
$2K ﹤0.01%
9
889
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385
+266
890
$2K ﹤0.01%
36
-10
891
$2K ﹤0.01%
438
+173
892
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229
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893
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+41
894
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131
-5
895
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61
896
$2K ﹤0.01%
135
-950
897
$2K ﹤0.01%
+25
898
$2K ﹤0.01%
97
899
$2K ﹤0.01%
10
-4
900
$2K ﹤0.01%
+27
34 35
36
37 38