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
926
$427 ﹤0.01%
+5
927
$420 ﹤0.01%
4
-8
928
$413 ﹤0.01%
+6
929
$411 ﹤0.01%
5
-53
930
$404 ﹤0.01%
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931
$399 ﹤0.01%
15
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932
$389 ﹤0.01%
2
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933
$359 ﹤0.01%
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934
$357 ﹤0.01%
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935
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936
$351 ﹤0.01%
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$351 ﹤0.01%
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$348 ﹤0.01%
5
+2
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$345 ﹤0.01%
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$345 ﹤0.01%
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942
$339 ﹤0.01%
3
943
$335 ﹤0.01%
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944
$334 ﹤0.01%
5
945
$330 ﹤0.01%
2
946
$327 ﹤0.01%
2
-1
947
$317 ﹤0.01%
3
-29
948
$317 ﹤0.01%
1
949
$307 ﹤0.01%
4
950
$307 ﹤0.01%
+1