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
126
$764K 0.1%
22,880
127
$737K 0.1%
4,468
+106
128
$731K 0.1%
2,440
+24
129
$729K 0.1%
11,152
-9
130
$727K 0.1%
18,802
+173
131
$726K 0.1%
5,034
+12
132
$713K 0.1%
4,094
+34
133
$697K 0.09%
114,400
+16,883
134
$696K 0.09%
2,063
+83
135
$691K 0.09%
2,871
+54
136
$690K 0.09%
8,584
+10
137
$682K 0.09%
4,571
-1,863
138
$675K 0.09%
19,419
+87
139
$666K 0.09%
2,566
+163
140
$650K 0.09%
1,626
+32
141
$649K 0.09%
15,666
142
$642K 0.09%
49,093
+20,325
143
$638K 0.09%
44,330
+7,930
144
$635K 0.09%
12,343
+431
145
$631K 0.08%
61,153
+60,890
146
$622K 0.08%
6,414
-28
147
$615K 0.08%
7,900
148
$613K 0.08%
6,784
+1,262
149
$609K 0.08%
6,100
-989
150
$586K 0.08%
3,787
-587
4 5
6
7 8