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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.2%
26,110
+3,235
77
$1.34M 0.2%
19,860
-4
78
$1.34M 0.2%
6,112
79
$1.33M 0.2%
8,252
+966
80
$1.31M 0.19%
11,000
81
$1.28M 0.19%
11,788
-81
82
$1.25M 0.19%
4,913
+1,031
83
$1.23M 0.18%
21,750
84
$1.19M 0.18%
4,047
+632
85
$1.19M 0.18%
74,980
86
$1.19M 0.18%
1,575
87
$1.18M 0.18%
44,767
-16,280
88
$1.16M 0.17%
4,868
89
$1.15M 0.17%
7,599
90
$1.14M 0.17%
7,750
-1,666
91
$1.14M 0.17%
69,599
92
$1.1M 0.16%
22,554
93
$1.1M 0.16%
44,400
94
$1.08M 0.16%
5,214
95
$1.07M 0.16%
39,530
-35,500
96
$1.07M 0.16%
23,817
-15,650
97
$1.05M 0.16%
13,901
+8
98
$1.05M 0.16%
6,290
-3,050
99
$1.05M 0.16%
6,061
100
$1.03M 0.15%
112
2 3
4
5 6