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
201
$393K 0.05%
1,991
+171
202
$392K 0.05%
831
+40
203
$392K 0.05%
4,286
+3,636
204
$392K 0.05%
7,524
+216
205
$389K 0.05%
1,106
+13
206
$387K 0.05%
3,301
207
$382K 0.05%
1,700
208
$378K 0.05%
1,551
+169
209
$375K 0.05%
1,658
-156
210
$373K 0.05%
1,840
+14
211
$371K 0.05%
961
+19
212
$371K 0.05%
5,100
213
$368K 0.05%
3,000
214
$363K 0.05%
2,280
+130
215
$360K 0.05%
2,831
+20
216
$354K 0.05%
1,624
217
$354K 0.05%
4,520
+190
218
$352K 0.05%
3,546
219
$350K 0.05%
764
+14
220
$348K 0.05%
3,988
221
$345K 0.05%
9,156
+1,251
222
$338K 0.05%
479
+25
223
$338K 0.05%
7,186
+186
224
$337K 0.05%
2,570
+304
225
$329K 0.04%
1,201
+23
7 8
9
10 11