MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
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
901
$1K ﹤0.01%
45
+21
902
$1K ﹤0.01%
186
-239
903
$1K ﹤0.01%
8
904
$1K ﹤0.01%
24
-20
905
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+18
906
$1K ﹤0.01%
6
907
$1K ﹤0.01%
63
+21
908
$1K ﹤0.01%
+17
909
$1K ﹤0.01%
25
-14
910
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+14
911
$1K ﹤0.01%
+19
912
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47
913
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38
-13
914
$1K ﹤0.01%
105
915
$1K ﹤0.01%
29
-64
916
$1K ﹤0.01%
+48
917
$1K ﹤0.01%
227
+69
918
$1K ﹤0.01%
+11
919
$1K ﹤0.01%
10
920
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8
921
$1K ﹤0.01%
17
+13
922
$1K ﹤0.01%
18
-9
923
$1K ﹤0.01%
7
-2
924
$1K ﹤0.01%
+15
925
$1K ﹤0.01%
12
+10
35 36
37
38 39