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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$147K 0.02%
1,617
252
$144K 0.02%
2,868
253
$140K 0.02%
2,892
254
$139K 0.02%
888
255
$138K 0.02%
5,880
256
$138K 0.02%
1,652
257
$132K 0.02%
2,065
258
$132K 0.02%
694
259
$131K 0.02%
4,506
260
$128K 0.02%
2,748
261
$128K 0.02%
1,157
262
$127K 0.02%
608
263
$127K 0.02%
1,718
264
$126K 0.02%
899
265
$125K 0.02%
1,126
266
$122K 0.02%
1,850
267
$122K 0.02%
1,724
268
$121K 0.02%
2,781
269
$120K 0.02%
783
270
$118K 0.02%
1,000
271
$118K 0.02%
1,057
272
$117K 0.02%
3,306
273
$115K 0.02%
1,752
274
$115K 0.02%
1,990
275
$115K 0.02%
2,183
9 10
11
12 13