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
301
$83K 0.01%
671
302
$82K 0.01%
2,304
303
$82K 0.01%
5,000
304
$82K 0.01%
1,764
305
$81K 0.01%
1,272
306
$80K 0.01%
1,750
307
$79K 0.01%
3,678
308
0
309
$78K 0.01%
514
310
$78K 0.01%
994
311
$77K 0.01%
1,202
312
$77K 0.01%
6,993
313
$76K 0.01%
1,205
314
$76K 0.01%
1,708
+485
315
$76K 0.01%
1,047
316
$75K 0.01%
37
317
$74K 0.01%
3,239
318
$72K 0.01%
1,117
319
$71K 0.01%
536
320
$70K 0.01%
413
321
$70K 0.01%
1,686
322
$69K 0.01%
1,417
323
$69K 0.01%
1,503
324
$68K 0.01%
1,914
325
$68K 0.01%
967