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
101
$887K 0.13%
11,127
-19
102
$885K 0.13%
60,580
-7,110
103
$872K 0.13%
14,891
104
$851K 0.13%
5,225
105
$841K 0.12%
5,969
106
$819K 0.12%
10,414
107
$817K 0.12%
9,861
+4,911
108
$812K 0.12%
7,914
+6,121
109
$773K 0.11%
4,330
+14
110
$771K 0.11%
12,707
+6
111
$769K 0.11%
9,543
+5,529
112
$758K 0.11%
4,581
+1,854
113
$753K 0.11%
3,512
-1,406
114
$746K 0.11%
8,059
115
$711K 0.1%
5,515
+5,473
116
$703K 0.1%
10,549
+3,329
117
$702K 0.1%
8,652
118
$686K 0.1%
2,458
+2,457
119
$682K 0.1%
7,104
+55
120
$682K 0.1%
1,864
121
$681K 0.1%
1,588
122
$675K 0.1%
8,479
+3,249
123
$671K 0.1%
333
+172
124
$671K 0.1%
2,801
+43
125
$664K 0.1%
22,880
3 4
5
6 7