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
$680M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$7.05M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.47M
5
AMZN icon
Amazon
AMZN
+$4.95M

Top Sells

1
+$4.69M
2
+$1.6M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M

Sector Composition

1 Industrials 17.44%
2 Technology 8.98%
3 Financials 7.67%
4 Healthcare 5.16%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$409K 0.06%
5,274
+3,684
177
$400K 0.06%
3,300
178
$399K 0.06%
1,550
+17
179
$397K 0.06%
7,005
180
$397K 0.06%
8,717
+4
181
$390K 0.06%
4,506
-2,426
182
$384K 0.06%
35,713
-14,358
183
$382K 0.06%
745
184
$378K 0.06%
11,055
+9,033
185
$369K 0.05%
1,675
+26
186
$365K 0.05%
6,202
-124
187
$364K 0.05%
8,810
-523
188
$348K 0.05%
2,788
189
$348K 0.05%
8,830
-8,003
190
$347K 0.05%
714
+2
191
$341K 0.05%
25,107
192
$339K 0.05%
988
-149
193
$338K 0.05%
1,532
+29
194
$335K 0.05%
2,763
-1,227
195
$332K 0.05%
5,460
196
$328K 0.05%
7,084
197
$326K 0.05%
2,584
+1,584
198
$324K 0.05%
+9,600
199
$319K 0.05%
+4,860
200
$312K 0.05%
28,629
+14,253
6 7
8
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