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
151
$575K 0.08%
4,450
+800
152
$574K 0.08%
4,542
+104
153
$572K 0.08%
9,862
-3,787
154
$566K 0.08%
3,322
-449
155
$565K 0.08%
3,314
156
$563K 0.08%
2,415
-396
157
$553K 0.07%
7,781
158
$553K 0.07%
3,672
+28
159
$550K 0.07%
6,016
+68
160
$550K 0.07%
2,099
+6
161
$549K 0.07%
50,109
162
$541K 0.07%
3,968
163
$540K 0.07%
11,142
164
$536K 0.07%
2,609
+56
165
$535K 0.07%
4,085
+340
166
$534K 0.07%
28,344
-3,600
167
$530K 0.07%
8,370
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168
$529K 0.07%
3,575
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169
$528K 0.07%
8,686
-1,433
170
$527K 0.07%
25,107
171
$524K 0.07%
5,014
172
$523K 0.07%
6,217
+183
173
$521K 0.07%
11,881
+328
174
$520K 0.07%
7,178
+345
175
$518K 0.07%
14,940
+524
5 6
7
8 9