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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$69K 0.01%
784
327
$69K 0.01%
413
328
$69K 0.01%
536
329
$68K 0.01%
327
+59
330
$68K 0.01%
686
331
$67K 0.01%
1,016
332
$66K 0.01%
432
333
$65K 0.01%
3,678
334
$65K 0.01%
6,993
335
$63K 0.01%
1,230
336
$63K 0.01%
594
-28
337
– –
0
338
$62K 0.01%
1,914
339
$62K 0.01%
212
340
$61K 0.01%
381
341
– –
0
342
$60K 0.01%
3,239
343
$60K 0.01%
653
344
$59K 0.01%
2,188
345
$59K 0.01%
750
346
$58K 0.01%
2,350
347
$57K 0.01%
1,617
348
$57K 0.01%
2,000
349
$56K 0.01%
960
350
$54K 0.01%
709
12 13
14
15 16