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
926
$1K ﹤0.01%
17
-18
927
$1K ﹤0.01%
25
-31
928
$1K ﹤0.01%
26
929
$1K ﹤0.01%
8
-3
930
$1K ﹤0.01%
74
+15
931
$1K ﹤0.01%
91
-46
932
$1K ﹤0.01%
+12
933
$1K ﹤0.01%
19
-81
934
$1K ﹤0.01%
14
+5
935
$1K ﹤0.01%
+14
936
$1K ﹤0.01%
+13
937
$1K ﹤0.01%
57
+21
938
$1K ﹤0.01%
7
939
$1K ﹤0.01%
8
940
$1K ﹤0.01%
27
-85
941
$1K ﹤0.01%
+11
942
$1K ﹤0.01%
21
+13
943
$1K ﹤0.01%
+42
944
$1K ﹤0.01%
6
-1
945
$1K ﹤0.01%
91
+29
946
$1K ﹤0.01%
54
+22
947
$1K ﹤0.01%
16
-7
948
$1K ﹤0.01%
45
949
$1K ﹤0.01%
28
950
$1K ﹤0.01%
25
-13
36 37
38
39 40