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
101
$641K 0.11%
15,379
-4,440
102
$639K 0.11%
16,833
-838
103
$628K 0.11%
8,059
104
$619K 0.11%
2,702
+9
105
$616K 0.11%
28,344
106
$605K 0.11%
6,547
+48
107
$603K 0.11%
1,864
-1
108
$601K 0.1%
7,133
+3
109
$600K 0.1%
7,657
-3
110
$588K 0.1%
22,880
111
$585K 0.1%
14,399
-1,860
112
$572K 0.1%
13,833
113
$560K 0.1%
3,990
-2
114
$560K 0.1%
+6,932
115
$559K 0.1%
11,513
-11
116
$552K 0.1%
19,332
117
$547K 0.1%
3,660
+2
118
$537K 0.09%
1,951
-8
119
$530K 0.09%
1,588
120
$516K 0.09%
7,049
-298
121
$514K 0.09%
50,071
122
$512K 0.09%
17,444
-2,242
123
$506K 0.09%
13,168
124
$505K 0.09%
11,511
+109
125
$503K 0.09%
8,877
+30
3 4
5
6 7