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
$630M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$44.4M
2 +$1.79M
3 +$647K
4
GLD icon
SPDR Gold Trust
GLD
+$579K
5
FSR
Fisker Inc.
FSR
+$577K

Top Sells

1 +$201M
2 +$34.6M
3 +$9.05M
4
AAPL icon
Apple
AAPL
+$5.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.09M

Sector Composition

1 Industrials 22.66%
2 Technology 13.95%
3 Financials 6.35%
4 Consumer Discretionary 5.74%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$433K 0.07%
5,014
152
$432K 0.07%
2,899
-1,464
153
$424K 0.07%
9,161
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154
$422K 0.07%
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155
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30,360
-1,314
156
$397K 0.06%
3,893
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157
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158
$389K 0.06%
39,000
159
$388K 0.06%
3,730
-95
160
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161
$372K 0.06%
14,370
162
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164
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42,975
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165
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170
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171
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172
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7,005
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173
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+4,572
174
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1,006
-870
175
$316K 0.05%
8,696