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
201
$345K 0.05%
17
202
$344K 0.05%
4,448
-56
203
$341K 0.05%
1,677
204
$338K 0.05%
+1,040
205
$338K 0.05%
1,525
-29
206
$332K 0.05%
2,079
+931
207
$325K 0.05%
4,964
+391
208
$319K 0.05%
4,175
+3,100
209
$316K 0.05%
5,406
+7
210
$314K 0.05%
7,026
211
$314K 0.05%
748
+1
212
$312K 0.05%
+3,988
213
$311K 0.05%
4,272
214
$309K 0.05%
956
-1
215
$308K 0.05%
3,612
-40
216
$306K 0.05%
2,199
+46
217
$306K 0.05%
500
218
$306K 0.05%
1,085
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219
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1,078
-12
220
$301K 0.04%
+1,624
221
$300K 0.04%
6,480
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222
$287K 0.04%
2,120
223
$285K 0.04%
4,657
-5
224
$283K 0.04%
4,760
-2,660
225
$274K 0.04%
7,084
7 8
9
10 11