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
201
$187K 0.03%
2,161
-205
202
$185K 0.03%
769
203
$183K 0.03%
2,139
-500
204
$183K 0.03%
2,106
205
$181K 0.03%
2,728
+370
206
$178K 0.03%
2,160
207
$175K 0.03%
2,510
208
$174K 0.03%
2,903
-6,500
209
$173K 0.03%
2,023
210
$173K 0.03%
4,932
+840
211
$172K 0.03%
1,080
212
$172K 0.03%
+3,148
213
$169K 0.03%
694
214
$167K 0.03%
1,402
-570
215
$158K 0.03%
5,583
216
$154K 0.02%
1,188
217
$152K 0.02%
1,663
218
$151K 0.02%
2,290
219
$150K 0.02%
1,934
-232
220
$150K 0.02%
817
221
$149K 0.02%
1,160
222
$148K 0.02%
534
223
$148K 0.02%
1,652
224
$147K 0.02%
1,158
225
$147K 0.02%
2,748
7 8
9
10 11