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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.2%
3,907
+130
77
$1.46M 0.2%
5,611
+408
78
$1.46M 0.2%
29,029
+1,016
79
$1.45M 0.19%
35,393
80
$1.44M 0.19%
12,579
+355
81
$1.43M 0.19%
13,171
+349
82
$1.38M 0.18%
27,264
+416
83
$1.34M 0.18%
17,302
+90
84
$1.32M 0.18%
6,336
85
$1.32M 0.18%
1,624
-86
86
$1.29M 0.17%
9,709
+53
87
$1.29M 0.17%
3,633
+361
88
$1.23M 0.17%
42,886
-3,574
89
$1.2M 0.16%
24,324
-1,570
90
$1.2M 0.16%
338
91
$1.16M 0.16%
6,479
92
$1.15M 0.15%
34,242
-5,326
93
$1.14M 0.15%
22,148
-2,633
94
$1.13M 0.15%
10,090
+630
95
$1.12M 0.15%
12,164
+2
96
$1.09M 0.15%
2
97
$1.07M 0.14%
6,566
+301
98
$1.06M 0.14%
5,067
+253
99
$1.06M 0.14%
10,987
100
$1.06M 0.14%
2,295
+115
2 3
4
5 6