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
$664M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VB icon
Vanguard Small-Cap ETF
VB
+$445K

Top Sells

1
+$36.7M
2
+$1.99M
3
+$1.23M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$979K
5
SPG icon
Simon Property Group
SPG
+$939K

Sector Composition

1 Industrials 45.19%
2 Healthcare 3.33%
3 Technology 2.61%
4 Financials 2.22%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$226K 0.03%
3,257
-1,038
177
$221K 0.03%
3,293
-1,113
178
$219K 0.03%
4,404
179
$219K 0.03%
4,422
-169
180
$217K 0.03%
283
-84
181
$216K 0.03%
8,508
182
$212K 0.03%
1,755
183
$208K 0.03%
5,335
-431
184
$207K 0.03%
2,990
185
$207K 0.03%
1,972
186
$205K 0.03%
6,242
187
$202K 0.03%
1,980
-1,370
188
$202K 0.03%
4,602
189
$201K 0.03%
1,590
-11
190
$201K 0.03%
1,080
191
$197K 0.03%
1,500
192
$196K 0.03%
2,576
193
$192K 0.03%
4,000
194
$191K 0.03%
4,315
195
$191K 0.03%
3,813
196
$189K 0.03%
2,358
197
$186K 0.03%
1,914
198
$184K 0.03%
1,325
199
$184K 0.03%
2,316
-751
200
$183K 0.03%
2,063
6 7
8
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