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
951
$1K ﹤0.01%
8
952
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+3
953
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31
-19
954
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10
-4,330
955
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62
-85
956
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7
957
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+32
958
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+8
959
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58
960
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68
-112
961
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56
-126
962
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28
963
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17
964
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+19
965
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8
966
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42
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967
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+12
968
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5
969
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47
-28
970
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12
971
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32
-23
972
$1K ﹤0.01%
22
-1
973
$1K ﹤0.01%
+26
974
$1K ﹤0.01%
125
975
$1K ﹤0.01%
12
-27
37 38
39
40 41