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
$630M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$1.79M
3
+$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1
+$201M
2
+$34.6M
3
+$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$872K 0.14%
29,592
102
$864K 0.13%
6,448
-4,901
103
$863K 0.13%
63,760
-51,720
104
$844K 0.13%
6,088
-2,721
105
$834K 0.13%
21,174
+125
106
$816K 0.13%
6,061
-11,386
107
$813K 0.13%
33,739
-16,344
108
$780K 0.12%
1,591
-1,108
109
$768K 0.12%
2,268
110
$750K 0.12%
69,599
111
$740K 0.12%
7,179
-2,025
112
$737K 0.11%
1,567
+127
113
$721K 0.11%
20,909
-300
114
$670K 0.1%
7,794
-82
115
$670K 0.1%
8,303
+3,011
116
$652K 0.1%
3,417
-1,288
117
$647K 0.1%
+1,053
118
$633K 0.1%
1,773
-26
119
$633K 0.1%
4,024
-910
120
$629K 0.1%
43,762
+13,909
121
$623K 0.1%
5,215
+5
122
$621K 0.1%
59,668
-515
123
$610K 0.09%
9,765
124
$606K 0.09%
6,047
-1,197
125
$605K 0.09%
5,202
-2,403
3 4
5
6 7