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
$743M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.03M
3
+$2.9M
4
UPS icon
United Parcel Service
UPS
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Top Sells

1
+$4.42M
2
+$3.74M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Sector Composition

1 Industrials 15.73%
2 Technology 13.18%
3 Financials 7.35%
4 Consumer Discretionary 5.98%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$515K 0.07%
8,863
+14
177
$514K 0.07%
13,297
178
$511K 0.07%
11,796
+1,729
179
$509K 0.07%
4,376
180
$504K 0.07%
6,887
+519
181
$501K 0.07%
2,523
+44
182
$498K 0.07%
1,207
+5
183
$487K 0.07%
1,556
+17
184
$480K 0.06%
7,800
185
$474K 0.06%
16,124
+3,840
186
$473K 0.06%
1,912
+10
187
$455K 0.06%
4,839
+142
188
$455K 0.06%
9,246
+436
189
$441K 0.06%
4,413
+34
190
$441K 0.06%
5,349
+449
191
$431K 0.06%
950
+28
192
$423K 0.06%
5,508
+48
193
$418K 0.06%
7,232
+148
194
$418K 0.06%
2,898
+366
195
$415K 0.06%
1,841
+42
196
$411K 0.06%
+10,180
197
$403K 0.05%
156
+2
198
$401K 0.05%
7,005
199
$400K 0.05%
8,339
+1,133
200
$395K 0.05%
+6,833
6 7
8
9 10