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
$665M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$2.15M
3
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$16.3M
2
+$1.17M
3
+$964K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$881K
5
WTRG icon
Essential Utilities
WTRG
+$700K

Sector Composition

1 Industrials 19.62%
2 Technology 13.38%
3 Financials 8.41%
4 Consumer Discretionary 6.98%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$410K 0.06%
8,666
-69
177
$409K 0.06%
6,798
-1,650
178
$400K 0.06%
6,256
+700
179
$397K 0.06%
1,708
180
$392K 0.06%
3,359
181
$391K 0.06%
2,325
182
$389K 0.06%
2,150
-3
183
$387K 0.06%
+1,698
184
$384K 0.06%
5,343
185
$377K 0.06%
4,548
-12
186
$375K 0.06%
161
-4
187
$371K 0.06%
6,640
188
$370K 0.06%
1,549
-15
189
$366K 0.05%
1,729
-366
190
$362K 0.05%
1,994
-83
191
$360K 0.05%
1,102
+3
192
$360K 0.05%
5,852
193
$358K 0.05%
1,279
+16
194
$354K 0.05%
7,005
195
$352K 0.05%
4,031
+31
196
$351K 0.05%
3,813
-25
197
$350K 0.05%
3,076
+1,922
198
$349K 0.05%
3,929
-63
199
$347K 0.05%
5,329
+4,379
200
$346K 0.05%
5,230
-49
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8
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