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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$304K 0.05%
3,604
+490
152
$304K 0.05%
3,902
153
$300K 0.05%
3,350
-450
154
$298K 0.05%
5,738
-300
155
$296K 0.05%
35,670
156
$294K 0.05%
2,219
157
$291K 0.05%
4,795
158
$290K 0.05%
1,922
-15
159
$287K 0.05%
2,000
160
$285K 0.05%
+17,950
161
$279K 0.04%
19,984
162
$269K 0.04%
4,404
163
$264K 0.04%
3,449
-99
164
$253K 0.04%
2,522
165
$252K 0.04%
3,502
166
$244K 0.04%
3,257
167
$235K 0.04%
3,014
168
$234K 0.04%
7,640
169
$233K 0.04%
1,755
170
$233K 0.04%
2,316
171
$228K 0.04%
62,960
172
$224K 0.04%
2,120
173
$223K 0.04%
3,434
174
$222K 0.04%
2,063
175
$221K 0.04%
4,667
-668
5 6
7
8 9