MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$816K 0.12%
60,668
127
$797K 0.12%
4,026
-31
128
$778K 0.12%
7,121
-64
129
$776K 0.12%
31,124
130
$766K 0.11%
4,221
+914
131
$757K 0.11%
8,574
132
$734K 0.11%
1,544
-46
133
$734K 0.11%
3,884
-74
134
$720K 0.11%
6,099
+1,384
135
$714K 0.11%
5,047
136
$711K 0.11%
1,773
-3
137
$709K 0.11%
+21,200
138
$708K 0.11%
+15,000
139
$689K 0.1%
40,000
140
$688K 0.1%
19,332
141
$681K 0.1%
2,935
+9
142
$669K 0.1%
3,645
-6
143
$659K 0.1%
+7,798
144
$654K 0.1%
3,278
-226
145
$651K 0.1%
2,357
-60
146
$636K 0.09%
4,988
-214
147
$628K 0.09%
16,078
+6,229
148
$615K 0.09%
2,834
-16
149
$615K 0.09%
26,901
150
$601K 0.09%
27,600
4 5
6
7 8