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
$631M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$638K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$375K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$310K

Top Sells

1
+$15.2M
2
+$5.75M
3
+$1.62M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1M
5
CLC
Clarcor
CLC
+$902K

Sector Composition

1 Industrials 45.59%
2 Healthcare 3.3%
3 Technology 2.89%
4 Financials 2.38%
5 Utilities 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$118K 0.02%
1,776
252
$117K 0.02%
1,300
-250
253
$116K 0.02%
2,238
254
$115K 0.02%
915
255
$114K 0.02%
554
256
$114K 0.02%
3,502
257
$113K 0.02%
1,850
258
$110K 0.02%
3,256
-150
259
$110K 0.02%
1,844
260
$109K 0.02%
1,743
261
$107K 0.02%
1,226
262
$106K 0.02%
893
-609
263
$105K 0.02%
5,880
264
$104K 0.02%
675
265
$104K 0.02%
1,990
266
$103K 0.02%
860
267
$103K 0.02%
1,000
268
$103K 0.02%
2,610
269
$101K 0.02%
597
270
$100K 0.02%
626
271
$100K 0.02%
2,825
-820
272
$98K 0.02%
2,118
273
$97K 0.02%
3,278
274
$96K 0.02%
1,580
275
$96K 0.02%
2,039
9 10
11
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