MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
+2.38%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$664M
AUM Growth
-$37.1M
(-5.3%)
Cap. Flow
-$51.5M
Cap. Flow
% of AUM
-7.76%
Top 10 Holdings %
Top 10 Hldgs %
69.54%
Holding
549
New
6
Increased
23
Reduced
115
Closed
29
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.78M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.59M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.28M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$687K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$445K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$36.7M |
| 2 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$1.99M |
| 3 |
SPDR Dow Jones REIT ETF
RWR
|
$1.23M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$979K |
| 5 |
Simon Property Group
SPG
|
$939K |
Sector Composition
| 1 | Industrials | 45.19% |
| 2 | Healthcare | 3.33% |
| 3 | Technology | 2.61% |
| 4 | Financials | 2.22% |
| 5 | Consumer Staples | 1.56% |
