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
1
$91.9M 13.51%
528,549
-4,982
2
$86.9M 12.78%
227,341
-12,255
3
$32.9M 4.83%
670,452
+132,083
4
$32.2M 4.73%
247,839
-1,750
5
$29.8M 4.38%
273,344
+3,928
6
$24.5M 3.6%
69,622
+12,046
7
$21.6M 3.18%
154,077
+72,264
8
$13.1M 1.93%
68,494
+61,076
9
$11.6M 1.71%
298,608
+180,768
10
$10.8M 1.59%
131,447
+53,142
11
$10.7M 1.58%
127,612
+58,941
12
$9.72M 1.43%
112,760
-14,162
13
$9.57M 1.41%
133,318
+25,766
14
$9.53M 1.4%
44,703
+138
15
$9.29M 1.37%
45,602
-3,641
16
$7.37M 1.08%
54,472
+2,555
17
$7.25M 1.07%
172,644
+34,497
18
$6.65M 0.98%
37,634
+4,614
19
$6.4M 0.94%
25,803
-6,431
20
$6.17M 0.91%
25,747
+1,153
21
$5.29M 0.78%
28,847
-4,523
22
$4.99M 0.73%
99,474
+1,411
23
$4.56M 0.67%
41,123
-1,660
24
$4.51M 0.66%
51,160
+1,550
25
$4.34M 0.64%
27,327
-1,961
1
2 3 4 5