MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.33M
3
+$1.45M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$783K

Top Sells

1
+$6.49M
2
+$1.06M
3
+$1.03M
4
OSEA icon
Harbor International Compounders ETF
OSEA
+$900K
5
CAT icon
Caterpillar
CAT
+$892K

Sector Composition

1 Technology 15.99%
2 Industrials 13.46%
3 Financials 8.15%
4 Consumer Discretionary 6.28%
5 Healthcare 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3.13K ﹤0.01%
508
-33
952
$3.06K ﹤0.01%
33
953
$3.01K ﹤0.01%
82
+34
954
$2.99K ﹤0.01%
550
955
$2.97K ﹤0.01%
30
956
$2.96K ﹤0.01%
24
957
$2.96K ﹤0.01%
164
-190
958
$2.95K ﹤0.01%
38
+8
959
$2.94K ﹤0.01%
13
+10
960
$2.89K ﹤0.01%
69
+53
961
$2.88K ﹤0.01%
5
962
$2.87K ﹤0.01%
69
-7
963
$2.87K ﹤0.01%
132
964
$2.63K ﹤0.01%
+40
965
$2.62K ﹤0.01%
111
-32
966
$2.54K ﹤0.01%
35
+29
967
$2.5K ﹤0.01%
7
968
$2.49K ﹤0.01%
8
969
$2.47K ﹤0.01%
66
+60
970
$2.47K ﹤0.01%
10
971
$2.41K ﹤0.01%
64
972
$2.37K ﹤0.01%
+81
973
$2.34K ﹤0.01%
142
974
$2.32K ﹤0.01%
26
975
$2.29K ﹤0.01%
30
37 38
39
40 41