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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$241K 0.03%
2,066
252
$241K 0.03%
1,228
+2
253
$236K 0.03%
1,358
-2
254
$231K 0.03%
1,331
+1
255
$231K 0.03%
1,122
256
$230K 0.03%
3,699
+122
257
$229K 0.03%
6,943
-6,029
258
$227K 0.03%
492
259
$226K 0.03%
8,160
260
$226K 0.03%
1,571
+3
261
$224K 0.03%
559
-317
262
$222K 0.03%
2,282
+900
263
$221K 0.03%
2,870
+33
264
$221K 0.03%
4,870
-4,340
265
$212K 0.03%
614
266
$206K 0.03%
625
-483
267
$205K 0.03%
5,645
268
$205K 0.03%
+4,000
269
$202K 0.03%
+2,360
270
$202K 0.03%
756
+1
271
$201K 0.03%
26,880
272
$197K 0.03%
1,974
+800
273
$196K 0.03%
1,731
-8,476
274
$193K 0.03%
3,561
275
$193K 0.03%
1,039
-91
9 10
11
12 13