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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$566 ﹤0.01%
+43
902
$562 ﹤0.01%
5
903
$562 ﹤0.01%
10
904
$549 ﹤0.01%
11
-2,697
905
$548 ﹤0.01%
+24
906
$548 ﹤0.01%
5
907
$547 ﹤0.01%
+2
908
$546 ﹤0.01%
+5
909
$524 ﹤0.01%
+15
910
$522 ﹤0.01%
6
-1
911
$510 ﹤0.01%
+15
912
$510 ﹤0.01%
8
+4
913
$507 ﹤0.01%
3
914
$501 ﹤0.01%
+3
915
$501 ﹤0.01%
+9
916
$494 ﹤0.01%
+7
917
$489 ﹤0.01%
+4
918
$482 ﹤0.01%
25
919
$482 ﹤0.01%
13
-41
920
$476 ﹤0.01%
4
921
$476 ﹤0.01%
10
922
$474 ﹤0.01%
14
923
$440 ﹤0.01%
+26
924
$431 ﹤0.01%
2
925
$430 ﹤0.01%
+4
35 36
37
38 39