MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
-14.68%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$656M
AUM Growth
-$43.1M
(-6.2%)
Cap. Flow
+$4.15M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
66.4%
Holding
540
New
8
Increased
53
Reduced
21
Closed
18
Top Buys
| 1 |
United Parcel Service
UPS
|
$6.85M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.97M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$518K |
| 4 |
FRTA
Forterra, Inc
FRTA
|
$311K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$205K |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$2.29M |
| 2 |
EDGW
Edgewater Technology Inc
EDGW
|
$870K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$853K |
| 4 |
AET
Aetna Inc
AET
|
$613K |
| 5 |
TJX Companies
TJX
|
$535K |
Sector Composition
| 1 | Industrials | 42.24% |
| 2 | Technology | 4.96% |
| 3 | Healthcare | 4.62% |
| 4 | Financials | 3.2% |
| 5 | Utilities | 1.81% |
