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
1001
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-1,002
1002
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-100
1003
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-2,530
1004
– –
-40
1005
– –
-3,000
1006
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-21
1007
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-10
1008
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-4
1009
– –
-392
1010
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-750
1011
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-2
1012
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-957
1013
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-96
1014
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-16
1015
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-202
1016
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-5
1017
– –
-965
1018
– –
-3,090
1019
– –
-603
1020
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-4,800
1021
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-15
1022
– –
-3,495
1023
– –
-18
1024
– –
-2,079
1025
– –
-1,240
39 40
41
42 43