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
151
$536K 0.08%
40,366
152
$535K 0.08%
4,060
+3
153
$534K 0.08%
6,869
+2,216
154
$524K 0.08%
1,973
+20
155
$516K 0.08%
5,100
+2,409
156
$507K 0.07%
2,436
+2,428
157
$489K 0.07%
2,078
-624
158
$488K 0.07%
1,130
+574
159
$482K 0.07%
10,060
160
$469K 0.07%
+10,296
161
$467K 0.07%
8,295
+6,420
162
$464K 0.07%
5,664
163
$461K 0.07%
4,376
164
$459K 0.07%
1,578
-483
165
$454K 0.07%
14,640
-2,777
166
$450K 0.07%
17,568
167
$444K 0.07%
6,315
+3,482
168
$440K 0.06%
2,801
-1
169
$438K 0.06%
+2,485
170
$430K 0.06%
3,808
+180
171
$423K 0.06%
3,835
-719
172
$419K 0.06%
5,014
173
$418K 0.06%
2,150
174
$416K 0.06%
1,200
175
$415K 0.06%
+3,579
5 6
7
8 9