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
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.02M
3 +$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1 +$3.02M
2 +$2.8M
3 +$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$284K 0.05%
21,750
252
$283K 0.05%
28,440
253
$283K 0.05%
14,182
-250
254
$282K 0.05%
4,650
255
$282K 0.05%
723
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256
$281K 0.05%
5,721
257
$277K 0.05%
4,120
-210
258
$276K 0.05%
13,010
259
$275K 0.05%
+9,252
260
$272K 0.05%
+51
261
$272K 0.05%
34,000
262
$272K 0.05%
22,555
263
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3,183
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264
$271K 0.05%
7,271
+2,555
265
$270K 0.05%
9,000
266
$270K 0.05%
1,706
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267
$270K 0.05%
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-50
268
$266K 0.05%
3,152
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269
$266K 0.05%
3,446
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270
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2,948
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271
$261K 0.04%
4,935
272
$260K 0.04%
3,359
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273
$259K 0.04%
3,708
+1,870
274
$255K 0.04%
3,489
275
$255K 0.04%
11,045