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
126
$659K 0.1%
11,513
127
$646K 0.09%
14,358
-41
128
$645K 0.09%
7,798
-4,356
129
$645K 0.09%
6,431
-116
130
$643K 0.09%
6,483
-650
131
$641K 0.09%
14,162
-1,217
132
$638K 0.09%
24,141
-7,093
133
$625K 0.09%
42,230
+100
134
$609K 0.09%
3,689
-870
135
$600K 0.09%
+3,415
136
$599K 0.09%
19,332
137
$592K 0.09%
13,168
138
$590K 0.09%
8,291
+2,854
139
$589K 0.09%
6,320
+4,166
140
$585K 0.09%
3,706
+46
141
$585K 0.09%
54,886
142
$581K 0.09%
28,344
143
$581K 0.09%
11,533
+22
144
$575K 0.08%
10,280
-4,270
145
$573K 0.08%
5,510
+5,488
146
$569K 0.08%
13,045
+3,377
147
$557K 0.08%
9,778
+9,757
148
$553K 0.08%
2,229
+8
149
$544K 0.08%
8,872
-5
150
$540K 0.08%
7,069
+5,056
4 5
6
7 8