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
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.19%
8,321
+8,287
77
$1.31M 0.19%
6,294
+3,943
78
$1.3M 0.19%
2,928
+850
79
$1.3M 0.19%
39,110
-7,438
80
$1.26M 0.18%
8,240
+124
81
$1.23M 0.18%
12,156
+4,946
82
$1.16M 0.17%
3,715
-1
83
$1.15M 0.17%
2,064
+575
84
$1.14M 0.17%
6,355
+4,098
85
$1.14M 0.17%
23,852
-4,304
86
$1.12M 0.17%
7,399
-1,125
87
$1.09M 0.16%
+8,534
88
$1.07M 0.16%
4,868
89
$1.07M 0.16%
12,769
+5,112
90
$1.04M 0.15%
2,604
+2,570
91
$1.03M 0.15%
5,096
+901
92
$1.03M 0.15%
26,013
-1
93
$1.01M 0.15%
11,574
+4,174
94
$1M 0.15%
28,662
+11,218
95
$993K 0.15%
8,977
-22
96
$987K 0.15%
44,400
97
$964K 0.14%
3,942
+3,738
98
$943K 0.14%
7,094
+3,688
99
$936K 0.14%
6,401
-9
100
$925K 0.14%
2,749
+798
2 3
4
5 6