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
276
$121K 0.02%
2,060
277
$120K 0.02%
997
278
$119K 0.02%
1,241
279
$118K 0.02%
1,724
280
$117K 0.02%
2,868
281
$117K 0.02%
1,196
282
$116K 0.01%
1,000
-105
283
$116K 0.01%
564
284
$116K 0.01%
1,990
285
$116K 0.01%
694
286
$115K 0.01%
1,850
287
$115K 0.01%
675
288
$113K 0.01%
2,748
-778
289
$113K 0.01%
1,000
290
$112K 0.01%
3,899
291
$110K 0.01%
3,306
292
$110K 0.01%
1,166
-687
293
$108K 0.01%
731
294
$107K 0.01%
2,731
295
$106K 0.01%
2,610
296
$105K 0.01%
2,265
297
$104K 0.01%
2,122
298
$102K 0.01%
1,668
-1,000
299
$102K 0.01%
514
300
$102K 0.01%
703
10 11
12
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