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
901
$1K ﹤0.01%
27
+15
902
$1K ﹤0.01%
11
-3
903
$1K ﹤0.01%
9
+4
904
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+4
905
$1K ﹤0.01%
+23
906
$1K ﹤0.01%
+27
907
$1K ﹤0.01%
14
908
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+19
909
$1K ﹤0.01%
+32
910
$1K ﹤0.01%
9
-10
911
$1K ﹤0.01%
+44
912
$1K ﹤0.01%
+8
913
$1K ﹤0.01%
3
914
$1K ﹤0.01%
42
+1
915
$1K ﹤0.01%
21
916
$1K ﹤0.01%
+7
917
$1K ﹤0.01%
49
+21
918
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4
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919
$1K ﹤0.01%
39
-15
920
$1K ﹤0.01%
47
+10
921
$1K ﹤0.01%
105
-7
922
$1K ﹤0.01%
7
-4
923
$1K ﹤0.01%
6
-9
924
$1K ﹤0.01%
10
-9,754
925
$1K ﹤0.01%
8
35 36
37
38 39