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
976
$180 ﹤0.01%
3
+1
977
$180 ﹤0.01%
1
978
$157 ﹤0.01%
1
979
$152 ﹤0.01%
+2
980
$152 ﹤0.01%
12
981
$148 ﹤0.01%
2
982
$143 ﹤0.01%
3
983
$143 ﹤0.01%
2
984
$141 ﹤0.01%
6
985
$131 ﹤0.01%
14
+4
986
$130 ﹤0.01%
+6
987
$128 ﹤0.01%
+4
988
$127 ﹤0.01%
4
+1
989
$125 ﹤0.01%
7
990
$124 ﹤0.01%
3
991
$116 ﹤0.01%
1
992
$114 ﹤0.01%
6
993
$114 ﹤0.01%
6
994
$110 ﹤0.01%
2
995
$108 ﹤0.01%
3
996
$104 ﹤0.01%
1
-64
997
$47 ﹤0.01%
8
998
$46 ﹤0.01%
1
999
$35 ﹤0.01%
3
-468
1000
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-31
38 39
40
41 42