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
201
$306K 0.05%
3,988
202
$296K 0.04%
1,399
203
$294K 0.04%
8,470
204
$285K 0.04%
35,903
+13,369
205
$283K 0.04%
1,624
206
$282K 0.04%
2,255
207
$277K 0.04%
+210
208
$276K 0.04%
2,127
209
$274K 0.04%
1,132
210
$272K 0.04%
2,263
+15
211
$270K 0.04%
+8,160
212
$270K 0.04%
3,932
213
$262K 0.04%
+6,772
214
$261K 0.04%
2,136
215
$259K 0.04%
12,254
-6,480
216
$259K 0.04%
755
217
$257K 0.04%
3,264
+4
218
$257K 0.04%
2,000
219
$255K 0.04%
1,085
-6
220
$254K 0.04%
+2,444
221
$253K 0.04%
2,152
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222
$252K 0.04%
6,066
+4,170
223
$249K 0.04%
2,991
+43
224
$243K 0.04%
1,630
-11
225
$241K 0.04%
2,836
-35
7 8
9
10 11