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
$574M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1 +$26.4M
2 +$8.94M
3 +$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
VTV icon
Vanguard Value ETF
VTV
+$1.25M

Top Sells

1 +$3.81M
2 +$3.63M
3 +$1.77M
4
UPS icon
United Parcel Service
UPS
+$965K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$652K

Sector Composition

1 Industrials 18.65%
2 Technology 10.02%
3 Financials 7.32%
4 Healthcare 4.71%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$0 ﹤0.01%
16
-26
977
$0 ﹤0.01%
+11
978
-174
979
-74
980
$0 ﹤0.01%
5
981
$0 ﹤0.01%
14
-32
982
-40
983
-60
984
-70
985
$0 ﹤0.01%
8
986
-320
987
$0 ﹤0.01%
15
-7
988
-11
989
-6
990
-16
991
$0 ﹤0.01%
12
992
-49
993
-260
994
$0 ﹤0.01%
44
-161
995
$0 ﹤0.01%
+5
996
$0 ﹤0.01%
+74
997
-6
998
-24
999
$0 ﹤0.01%
+17
1000
$0 ﹤0.01%
24
-32