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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

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
101
$1.05M 0.14%
4,010
+82
102
$1.04M 0.14%
14,365
+5
103
$985K 0.13%
4,334
+12
104
$950K 0.13%
11,528
+9
105
$949K 0.13%
1,990
+5
106
$945K 0.13%
4,159
+45
107
$941K 0.13%
7,127
+842
108
$936K 0.13%
4,895
-9,535
109
$909K 0.12%
4,797
+68
110
$908K 0.12%
9,461
+73
111
$902K 0.12%
11,244
112
$891K 0.12%
4,407
+25
113
$866K 0.12%
56,836
114
$865K 0.12%
6,151
115
$853K 0.11%
2,886
+82
116
$815K 0.11%
9,038
+2,576
117
$814K 0.11%
8,672
+178
118
$813K 0.11%
5,711
+54
119
$806K 0.11%
22,698
120
$795K 0.11%
4,833
-225
121
$779K 0.1%
15,024
+11
122
$773K 0.1%
3,343
-814
123
$770K 0.1%
7,445
+1,759
124
$769K 0.1%
1,879
-7
125
$768K 0.1%
7,890
+41
3 4
5
6 7