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
$721M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.67M
3
+$2.92M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

1
+$7.81M
2
+$3.91M
3
+$3.29M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.96M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.57M

Sector Composition

1 Industrials 40.31%
2 Healthcare 3.11%
3 Technology 2.62%
4 Financials 2.44%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$485K 0.07%
7,707
-3,160
127
$484K 0.07%
22,950
128
$479K 0.07%
3,047
129
$463K 0.06%
11,488
130
$456K 0.06%
7,420
131
$454K 0.06%
7,253
-1,000
132
$453K 0.06%
45,850
+11,350
133
$452K 0.06%
8,034
-330
134
$447K 0.06%
11,410
135
$439K 0.06%
7,961
-1,345
136
$435K 0.06%
44,613
+11,106
137
$427K 0.06%
2
138
$421K 0.06%
3,605
139
$419K 0.06%
8,600
140
$411K 0.06%
5,818
-3,200
141
$407K 0.06%
29,003
-855
142
$404K 0.06%
+18,950
143
$390K 0.05%
3,761
144
$388K 0.05%
6,752
145
$387K 0.05%
14,504
-400
146
$376K 0.05%
3,504
147
$366K 0.05%
9,006
-21
148
$362K 0.05%
23,655
+21,360
149
$360K 0.05%
3,999
150
$360K 0.05%
9,411
4 5
6
7 8