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
951
$298 ﹤0.01%
1
952
$295 ﹤0.01%
2
+1
953
$282 ﹤0.01%
+11
954
$273 ﹤0.01%
5
-1
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$270 ﹤0.01%
2
956
$268 ﹤0.01%
+4
957
$261 ﹤0.01%
+5
958
$256 ﹤0.01%
3
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$253 ﹤0.01%
5
960
$252 ﹤0.01%
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961
$251 ﹤0.01%
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962
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4
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$241 ﹤0.01%
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$240 ﹤0.01%
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966
$238 ﹤0.01%
4
-104
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$238 ﹤0.01%
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968
$237 ﹤0.01%
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$237 ﹤0.01%
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$228 ﹤0.01%
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971
$224 ﹤0.01%
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972
$224 ﹤0.01%
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973
$220 ﹤0.01%
+5
974
$193 ﹤0.01%
2
-1
975
$191 ﹤0.01%
1