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
$851M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$6.85M
3
+$3.2M
4
VTV icon
Vanguard Value ETF
VTV
+$2.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$2.11M
2
+$1.04M
3
+$605K
4
VB icon
Vanguard Small-Cap ETF
VB
+$281K
5
TTEK icon
Tetra Tech
TTEK
+$241K

Sector Composition

1 Industrials 34.48%
2 Technology 6.37%
3 Financials 5.03%
4 Healthcare 3.89%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.15%
20,010
+46
77
$1.2M 0.14%
10,947
+3,000
78
$1.2M 0.14%
10,126
-233
79
$1.16M 0.14%
7,653
+35
80
$1.15M 0.14%
21,750
81
$1.14M 0.13%
4,287
-230
82
$1.14M 0.13%
8,297
+546
83
$1.09M 0.13%
13,723
84
$1.09M 0.13%
14,399
-443
85
$1.07M 0.13%
11,681
86
$1.07M 0.13%
17,578
87
$1.04M 0.12%
30,004
88
$1.04M 0.12%
7,485
-419
89
$1.04M 0.12%
11,050
90
$1.03M 0.12%
10,404
+636
91
$1.03M 0.12%
5,316
-103
92
$1.03M 0.12%
74,980
93
$1.03M 0.12%
86,357
94
$1.02M 0.12%
14,911
95
$1M 0.12%
20,341
-2,172
96
$1M 0.12%
22,427
-172
97
$996K 0.12%
60,383
98
$989K 0.12%
22,654
99
$962K 0.11%
4,643
+300
100
$960K 0.11%
13,708
-100
2 3
4
5 6