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
251
$167K 0.02%
7,155
-2,225
252
$166K 0.02%
976
253
$166K 0.02%
1,080
254
$161K 0.02%
2,304
255
$160K 0.02%
2,549
256
$159K 0.02%
2,881
-815
257
$158K 0.02%
954
258
$156K 0.02%
+2,600
259
$155K 0.02%
2,530
-200
260
$155K 0.02%
3,012
261
$151K 0.02%
1,830
-554
262
$149K 0.02%
3,345
263
$146K 0.02%
1,334
264
$144K 0.02%
1,057
265
$142K 0.02%
2,605
266
$141K 0.02%
5,880
267
$138K 0.02%
717
268
$138K 0.02%
+4,770
269
$135K 0.02%
+7,389
270
$133K 0.02%
1,226
271
$133K 0.02%
1,157
272
$132K 0.02%
+1,796
273
$132K 0.02%
2,616
-565
274
$124K 0.02%
450
275
$124K 0.02%
3,000
9 10
11
12 13