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
$630M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$1.79M
3
+$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1
+$201M
2
+$34.6M
3
+$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.17%
11,000
77
$1.09M 0.17%
74,980
78
$1.07M 0.17%
1,906
79
$1.05M 0.16%
58,457
+11,314
80
$1.05M 0.16%
19,855
+4
81
$1.04M 0.16%
13,893
82
$1.03M 0.16%
11,819
-3,307
83
$999K 0.16%
8,053
-5,915
84
$998K 0.16%
110,453
+7,883
85
$991K 0.15%
2,792
-503
86
$989K 0.15%
6,112
87
$979K 0.15%
7,795
-1,268
88
$973K 0.15%
8,574
+2,071
89
$967K 0.15%
5,214
-55
90
$953K 0.15%
4,868
91
$953K 0.15%
22,554
92
$950K 0.15%
4,820
-2,122
93
$945K 0.15%
21,750
94
$931K 0.14%
112,157
95
$922K 0.14%
2,726
-1,044
96
$912K 0.14%
3,590
-1,726
97
$907K 0.14%
14,911
98
$903K 0.14%
9,340
99
$898K 0.14%
7,599
-47
100
$876K 0.14%
44,400
2 3
4
5 6