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
926
$1K ﹤0.01%
+61
927
$1K ﹤0.01%
77
-78
928
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11
-44
929
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9
+6
930
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26
931
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59
+22
932
$1K ﹤0.01%
137
933
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6
934
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9
935
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40
936
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81
-72
937
$1K ﹤0.01%
36
-17
938
$1K ﹤0.01%
+7
939
$1K ﹤0.01%
+6
940
$1K ﹤0.01%
+7
941
$1K ﹤0.01%
62
942
$1K ﹤0.01%
3
943
$1K ﹤0.01%
7
944
$1K ﹤0.01%
+84
945
$1K ﹤0.01%
30
-29
946
$1K ﹤0.01%
22
947
$1K ﹤0.01%
+14
948
$1K ﹤0.01%
7
949
$1K ﹤0.01%
33
+17
950
$1K ﹤0.01%
32
-112
36 37
38
39 40