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
$671M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.37M
3
+$1.34M
4
BAC icon
Bank of America
BAC
+$735K
5
CAT icon
Caterpillar
CAT
+$717K

Top Sells

1
+$6.02M
2
+$1.68M
3
+$749K
4
INTU icon
Intuit
INTU
+$628K
5
BCR
CR Bard Inc.
BCR
+$473K

Sector Composition

1 Industrials 46.27%
2 Healthcare 3.42%
3 Technology 3.34%
4 Financials 2.94%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$63K 0.01%
2,520
327
– –
0
328
$62K 0.01%
1,904
329
– –
0
330
$61K 0.01%
413
331
$60K 0.01%
2,514
332
$58K 0.01%
882
333
$57K 0.01%
1,047
334
$57K 0.01%
1,188
335
$57K 0.01%
750
336
$56K 0.01%
536
337
$55K 0.01%
994
338
$54K 0.01%
686
339
$53K 0.01%
709
340
$53K 0.01%
1,094
341
$53K 0.01%
976
342
$52K 0.01%
1,009
343
$52K 0.01%
1,031
344
$52K 0.01%
852
-1,000
345
$50K 0.01%
480
346
$50K 0.01%
582
347
$49K 0.01%
625
348
$49K 0.01%
1,339
349
$49K 0.01%
950
350
$49K 0.01%
10,000
12 13
14
15 16