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
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.02M
3 +$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1 +$3.02M
2 +$2.8M
3 +$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$194K 0.03%
4,474
327
$194K 0.03%
2,491
328
$193K 0.03%
6,525
329
$193K 0.03%
5,100
330
$193K 0.03%
12,780
331
$192K 0.03%
9,365
332
$192K 0.03%
1,287
333
$189K 0.03%
4,008
334
$188K 0.03%
2,172
335
$186K 0.03%
1,839
336
$186K 0.03%
9,684
337
$185K 0.03%
3,660
338
$185K 0.03%
3,962
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339
$184K 0.03%
6,695
340
$184K 0.03%
18,843
341
$181K 0.03%
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342
$179K 0.03%
3,321
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343
$179K 0.03%
18,215
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344
$178K 0.03%
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345
$178K 0.03%
1,384
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346
$178K 0.03%
5,590
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347
$178K 0.03%
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348
$177K 0.03%
10,497
-1,135
349
$177K 0.03%
1,953
-189
350
$176K 0.03%
1,680