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
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$215K 0.03%
2,120
227
$212K 0.03%
584
228
$211K 0.03%
1,831
229
$209K 0.03%
999
230
$208K 0.03%
2,358
231
$208K 0.03%
3,770
-93
232
$204K 0.03%
769
233
$203K 0.03%
554
234
$198K 0.03%
984
235
$197K 0.03%
2,290
236
$197K 0.03%
2,790
237
$196K 0.03%
7,250
238
$193K 0.02%
2,388
239
$190K 0.02%
10,110
240
$184K 0.02%
1,053
241
$182K 0.02%
1,590
242
$179K 0.02%
1,617
243
$176K 0.02%
817
244
$173K 0.02%
2,728
245
$173K 0.02%
875
246
$170K 0.02%
5,316
247
$170K 0.02%
2,127
248
$169K 0.02%
1,160
249
$167K 0.02%
1,058
-70
250
$167K 0.02%
2,498
-212
8 9
10
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