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
$628M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$496K
3
+$370K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$362K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$308K

Top Sells

1
+$5.27M
2
+$3.91M
3
+$2.53M
4
UPS icon
United Parcel Service
UPS
+$1.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$931K

Sector Composition

1 Industrials 46.83%
2 Healthcare 3.41%
3 Technology 2.91%
4 Financials 2.46%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.03%
3,770
-652
177
$218K 0.03%
2,785
+380
178
$215K 0.03%
968
+190
179
$215K 0.03%
1,770
180
$215K 0.03%
4,534
181
$214K 0.03%
1,710
182
$212K 0.03%
1,288
+241
183
$211K 0.03%
1,708
+60
184
$210K 0.03%
9,020
185
$208K 0.03%
4,000
186
$208K 0.03%
1,281
187
$207K 0.03%
5,942
188
$206K 0.03%
14,590
-660
189
$204K 0.03%
8,448
190
$199K 0.03%
4,602
191
$198K 0.03%
2,235
192
$198K 0.03%
1,590
193
$197K 0.03%
2,358
194
$196K 0.03%
2,822
195
$196K 0.03%
9,770
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196
$195K 0.03%
1,366
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197
$194K 0.03%
9,380
198
$193K 0.03%
6,957
199
$190K 0.03%
7,840
-720
200
$188K 0.03%
10,320
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