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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$1.97M
3
+$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1
+$2.29M
2
+$870K
3
+$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$128K 0.02%
4,506
252
$127K 0.02%
2,350
+290
253
$126K 0.02%
2,127
254
$126K 0.02%
1,617
255
$125K 0.02%
888
256
$122K 0.02%
1,850
257
$120K 0.02%
1,057
258
$118K 0.02%
2,065
259
$118K 0.02%
1,157
260
$118K 0.02%
1,126
261
$117K 0.02%
1,718
262
$117K 0.02%
+3,000
263
$116K 0.02%
1,990
264
$116K 0.02%
694
265
$115K 0.02%
675
266
$114K 0.02%
2,183
267
$111K 0.02%
1,724
268
$108K 0.02%
2,139
269
$108K 0.02%
1,226
270
$107K 0.02%
783
271
$103K 0.02%
608
272
$103K 0.02%
2,610
273
$103K 0.02%
5,279
274
$102K 0.02%
2,731
275
$102K 0.02%
1,752
9 10
11
12 13