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
$695M
AUM Growth
-$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$773K
3
+$765K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$762K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$14.1M
2
+$4.88M
3
+$4.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.81M

Sector Composition

1 Industrials 20.78%
2 Technology 10.33%
3 Financials 7.82%
4 Healthcare 5.79%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
+75
877
$2K ﹤0.01%
32
878
$2K ﹤0.01%
14
+5
879
$2K ﹤0.01%
56
-47
880
$2K ﹤0.01%
382
-42
881
$2K ﹤0.01%
58
+22
882
$2K ﹤0.01%
416
-22
883
$2K ﹤0.01%
37
884
$2K ﹤0.01%
117
+88
885
$2K ﹤0.01%
45
-16
886
$2K ﹤0.01%
31
-49
887
$2K ﹤0.01%
103
-32
888
$1K ﹤0.01%
15
-23
889
$1K ﹤0.01%
+56
890
$1K ﹤0.01%
18
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891
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+5
892
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+21
893
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12
+3
894
$1K ﹤0.01%
27
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895
$1K ﹤0.01%
28
896
$1K ﹤0.01%
27
-227
897
$1K ﹤0.01%
22
-5
898
$1K ﹤0.01%
+7
899
$1K ﹤0.01%
45
+21
900
$1K ﹤0.01%
186
-239
34 35
36
37 38