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
176
$315K 0.05%
5,343
177
$308K 0.05%
2,533
+3
178
$308K 0.05%
744
-25
179
$308K 0.05%
5,357
-1,698
180
$308K 0.05%
2,801
+3
181
$307K 0.05%
3,003
+3
182
$306K 0.05%
6,514
-774
183
$305K 0.05%
8,890
-13,006
184
$303K 0.05%
1,568
-1,009
185
$302K 0.05%
3,628
-556
186
$302K 0.05%
4,816
187
$300K 0.05%
1,260
-1,095
188
$298K 0.05%
1,085
189
$297K 0.05%
2,009
-1,076
190
$297K 0.05%
+3,817
191
$296K 0.05%
+4,554
192
$295K 0.05%
3,932
-3,619
193
$291K 0.05%
5,229
-6,023
194
$288K 0.04%
1,298
195
$280K 0.04%
4,858
-1,388
196
$279K 0.04%
163
+2
197
$279K 0.04%
1,897
-626
198
$278K 0.04%
2,130
+10
199
$266K 0.04%
6,957
200
$263K 0.04%
1,708
-630