MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
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 +$7M
2 +$2.83M
3 +$2.59M
4
UPS icon
United Parcel Service
UPS
+$1.84M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.35M

Top Sells

1 +$4.14M
2 +$3.52M
3 +$2.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.77M
5
GLD icon
SPDR Gold Trust
GLD
+$1.75M

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
1051
-128
1052
-3
1053
-1
1054
-62
1055
-76
1056
-79
1057
-17
1058
-1,500
1059
-91
1060
-78
1061
-3
1062
-8
1063
-215
1064
-32
1065
-20
1066
-27
1067
-18
1068
-3
1069
-12
1070
-1,056
1071
-40
1072
-200
1073
-38
1074
-73
1075
-259