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
$658M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.1M
3
+$1.04M
4
ABBV icon
AbbVie
ABBV
+$884K
5
XOM icon
Exxon Mobil
XOM
+$849K

Top Sells

1
+$1.25M
2
+$801K
3
+$793K
4
VTV icon
Vanguard Value ETF
VTV
+$429K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Sector Composition

1 Industrials 42.07%
2 Technology 4.97%
3 Healthcare 4.63%
4 Financials 3.29%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$91K 0.01%
3,306
-165
302
$91K 0.01%
550
303
$88K 0.01%
2,017
+97
304
$87K 0.01%
644
+50
305
$87K 0.01%
2,000
306
$86K 0.01%
1,463
307
$85K 0.01%
+3,501
308
$83K 0.01%
671
309
$82K 0.01%
2,304
310
$82K 0.01%
5,000
311
$82K 0.01%
1,764
-207
312
$81K 0.01%
+1,272
313
$80K 0.01%
+1,750
314
$79K 0.01%
3,678
315
– –
0
316
$78K 0.01%
514
317
$78K 0.01%
994
318
$77K 0.01%
1,202
-27
319
$77K 0.01%
6,993
-1,191
320
$76K 0.01%
1,205
321
$76K 0.01%
1,708
+919
322
$76K 0.01%
1,047
-50
323
$75K 0.01%
37
-2
324
$74K 0.01%
3,239
325
$72K 0.01%
1,117
+387
11 12
13
14 15